Account Type**** *******Account Owner******** ****Account Opps/Deals**** *******Closed Won • Feb 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
Brian LoftusFounder CEO Brand ManagerView Profile, Brian LoftusZan FaruquiCofounderView Profile, Zan FaruquiAlessandro FerrariHead Of Technology SectorView Profile, Alessandro Ferrari