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
Benoit DruetBusiness Development RepresentativeView Profile, Benoit DruetTom HubbardSenior Business Development RepresentativeView Profile, Tom HubbardKhaled DMember Of The Management BoardView Profile, Khaled D