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
Brittney SkoczylasBusiness Development RepresentativeView Profile, Brittney SkoczylasRobert ConaghanSenior Business Development AssociateView Profile, Robert ConaghanDawn CameronBusiness Development RepresentativeView Profile, Dawn Cameron