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
SignaturefdPartnerJul 17 - PresentSmith Howard Wealth Management LlcWealth PlannerSep 14- Jul 17Ameriprise Financial Services LlcParaplannerFeb 12- Sep 14
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