Account Type***** ****Account Owner**** ****Account Opps/Deals***** ****Closed Won • Feb 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
Malika Gipson WycheBusiness Development AssociateView Profile, Malika Gipson WycheFranziska NeumannSenior Executive Assistant IIView Profile, Franziska NeumannMark GrilliTaking A Break Open To Consulting And New OpportunitiesView Profile, Mark Grilli