Planful
Ewelina Kozimor is an accomplished Customer Success Manager currently working at Planful since February 2023. Prior experience includes serving as Sr. Customer Success Manager and Customer Success Manager at Prophix from February 2020 to January 2023, where Ewelina earned the Customer Success Hero Award in 2021. Previous roles include Associate Investment Advisor at Haywood Securities Inc. (2017-2019) and at Sprott Private Wealth LP (2009-2017), where Ewelina adeptly managed client relationships and financial strategies. Early career experience consists of a Sales Associate position at Blackmont Capital (2006-2009). Ewelina's educational background features an Honours BA in Criminology and Psychology from the University of Toronto Mississauga, alongside additional qualifications from the Canadian Securities Institute, the Institute of Holistic Nutrition, Ryerson University in Entrepreneurship and Strategy, and a certification in Customer Success Management.
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Planful
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Planful offers financial planning & analysis software that includes a complete platform for financial planning, consolidation, and reporting & analytics.