Account Type******** ********Account Owner******* ***Account Opps/Deals****** ***Closed Won • Nov 24****K $Closed
*** ****Worked in execs roles at *** together from 2021-2024****** ****Worked in the same department at *** together from 2021-2024
Vestia Personal Wealth AdvisorsFinancial AdvisorOct 20 - PresentLarson FinancialFinancial PlannerOct 12- Sep 20Renaissance FinancialRegistered RepresentativeJan 05- Jun 12
Christian SmithSenior Associate FinanceView Profile, christian smithScott DawsonAssociateView Profile, scott dawsonMax BudowskyAssociateView Profile, max budowsky