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
Sam PostmaSenior Enterprise Business Development RepresentativeView Profile, Sam PostmaRyunosuke KitaharaクラウドソリューションGView Profile, Ryunosuke KitaharaMeghan Bushnell PetrowskiExecutive And Administrative Assistant North AmericaView Profile, Meghan Bushnell Petrowski