Andy Smith, Ever Wealth | Find your best path for intro

Andy Smith

Founding Partner Wealth Advisor

🏢 Job Change

(13 days ago)

Ever Wealth

Your Organizational Collective Activity

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***

<--,

***

Last interaction was ** days ago.

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CRM Data

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Account Type******* ****

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

Account Opps/Deals

*** ****

Closed Won • Nov 24

****K $

Closed

Best path for intro

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

Past Champion

******* ****

Colleague - Career Overlap

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Andys’ 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

Andys’ Past Experience

Ever Wealth
Founding Partner & Wealth Advisor
Feb 25 - Present
Oak Partners Inc
Wealth Advisor
Jul 18- Feb 25
Edward Jones
Financial Advisor
Oct 07- Jul 18

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