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
Britton LChief Executive Officer And FounderView Profile, Britton LTamir MargalitSenior VPView Profile, Tamir MargalitKristi HolmesChief Operating OfficerView Profile, Kristi Holmes