Account Type******** *******Account Owner*** *****Account Opps/Deals*** *****Closed Won • Aug 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 HopeVice President Physician ServicesView Profile, david hopeNicola FramptonChief Operating OfficerView Profile, nicola framptonKate NelsonManaging Director CX SolutionsView Profile, kate nelson