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
Lily ColemanBusiness Development RepresentativeView Profile, Lily ColemanAnne ZhengSenior Business Development Representative IVView Profile, Anne ZhengAngelica TenitoBusiness Development RepresentativeView Profile, Angelica Tenito