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
John BraidenBusiness Development RepresentativeView Profile, John BraidenJean Marc StahnEnterprise Business Development RepresentativeView Profile, Jean Marc StahnNayeb JosephBusiness Development AssociateView Profile, Nayeb Joseph