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
PlanworthCo-FounderJun 19 - PresentTdVice President - High Net Worth Planner, Wealth Advisory ServicesNov 13- Jun 19Miller Thomson LlpAssociate - TaxMay 07- Oct 13
Kaylin Andrew TabbExecutive DirectorView Profile, Kaylin Andrew TabbBrandon GriggCEO OwnerView Profile, Brandon GriggGerard FaneManaging PartnerView Profile, Gerard Fane