Account Type**** *******Account Owner***** ******Account Opps/Deals***** ****Closed Won • Feb 25***K $Closed
****** ***Worked in execs roles at *** together from 2021-2024******* ****Worked in the same department at *** together from 2021-2024
Ryan MarteSenior Director Advisor FinanceView Profile, Ryan MarteCurtis SmithDirector Wealth Advisor At Avior Wealth ManagementView Profile, Curtis SmithArpit KuvadiaDirector Of Financial AnalysisView Profile, Arpit Kuvadia