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
Jeanne Matias Dos SantosGlobal Business Development RepresentativeView Profile, Jeanne Matias Dos SantosEmily CabelloConsulting Development Program CDP Summer AnalystView Profile, Emily CabelloFlora Jin副总裁View Profile, Flora Jin