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
Scott BloodworthBusiness Development RepresentativeView Profile, Scott BloodworthStephen HudsonEnterprise Business Development RepresentativeView Profile, Stephen HudsonRaul CantuSenior Business Development RepresentativeView Profile, Raul Cantu