Account Type******* *******Account Owner*** *****Account Opps/Deals***** *****Closed Won • Oct 24****K $Closed
******** *******Worked in execs roles at *** together from 2021-2024**** ********Worked in the same department at *** together from 2021-2024
PlanworthCo-FounderJun 19 - PresentTdVice President - High Net Worth Planner, Wealth Advisory ServicesNov 13- Jun 19Miller Thomson LlpAssociate - TaxMay 07- Oct 13
Bob DeckerFounding PartnerView Profile, bob deckerJohn PrughFormerly President CEOView Profile, john prughColin GouveiaPresident And Chief Executive OfficerView Profile, colin gouveia