Abby Smith, Demontfort Chase Financial Planning | Find your best path for intro

Abby Smith

Senior Client Liaison

🏢 Job Change

(a month ago)

Demontfort Chase Financial Planning

Your Organizational Collective Activity

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***

<--,

***

Last interaction was ** days ago.

****** and *** are the closest.

CRM Data

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Account Type***** ****

Account Owner******* ****

Account Opps/Deals

**** ***

Closed Won • Feb 25

***K $

Closed

Best path for intro

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****** ********

Past Champion

*** *****

Colleague - Career Overlap

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Abbys’ Career Overlaps

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**** *****

Worked in execs roles at *** together from 2021-2024

****** ****

Worked in the same department at *** together from 2021-2024

Abbys’ Past Experience

Demontfort Chase Financial Planning
Senior Client Liaison
Apr 25 - Present
Jrm Wealth Management
Technical Wealth Administrator
Mar 24- Apr 25
Alchemy Global Talent Solutions
Employee Services Associate
May 21- Feb 24

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