Account Type****** ******Account Owner***** *****Account Opps/Deals****** ****Closed Won • Nov 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
Ashley TomicArea Vice President Solutions Consulting UK Ireland MEAView Profile, ashley tomicKristin KingChief Customer OfficerView Profile, kristin kingMichael DrummVP Enterprise Business SolutionsView Profile, michael drumm