Account Type******* ***Account Owner****** ***Account Opps/Deals*** *****Closed Won • Dec 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
David McabeeVice President Enterprise SolutionsView Profile, david mcabeeKulmeet KundlasChief Executive OfficerView Profile, kulmeet kundlasJack JiaFounder And CEOView Profile, jack jia