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
Fernando EscobedoSenior Business Development Representative Junior Account ExecutiveView Profile, Fernando EscobedoDylan EganStrategic Partner Development Senior Associate GeoView Profile, Dylan EganSean SullivanBusiness Development RepresentativeView Profile, Sean Sullivan