Account Type***** *******Account Owner****** ******Account Opps/Deals**** ******Closed Won • Jan 25****K $Closed
**** ****Worked in execs roles at *** together from 2021-2024*** *****Worked in the same department at *** together from 2021-2024
Cg Wealth Management CanadaBusiness Development AssociateAug 24 - PresentPlanswellManager, Partner SuccessMar 22- Feb 25Hamilton IslandChef De PartieJul 18- Dec 18
Nathan WiggettJunior Partnership ManagerView Profile, Nathan WiggettJyoti MulgaonkarBusiness PartneringView Profile, Jyoti MulgaonkarQuinn DalyBusiness Development RepresentativeView Profile, Quinn Daly