David Smith Dipcii, Succession Wealth | Find your best path for intro

David Smith Dipcii

Wealth Planner Aviva Financial Advice

Succession Wealth

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Last interaction was ** days ago.

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

Account Owner*** ***

Account Opps/Deals

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Closed Won • Dec 24

***K $

Closed

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Past Champion

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Colleague - Career Overlap

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

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

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