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
David SmithCo Founder EVP Financial Advisor Private Wealth ET Fadvisor MagazinesView Profile, David SmithNilly Alshech RavivPartner Leader Of Banking Finance Credit InsuranceView Profile, Nilly Alshech RavivKiernan SomersVice President Technology Investment BankingView Profile, Kiernan Somers