Jimmy Bassett, Wealth Enhancement | Find your best path for intro

Jimmy Bassett

VP Financial Advisor

🏢 Job Change

(a month ago)

Wealth Enhancement

Your Organizational Collective Activity

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Last interaction was ** days ago.

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CRM Data

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

Account Owner******** *****

Account Opps/Deals

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Closed Won • Jan 25

**K $

Closed

Best path for intro

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Past Champion

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Colleague - Career Overlap

Leveraging your organizational collective network
to fuel scalable (and repeatable) business growth.

Jimmys’ Career Overlaps

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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

Jimmys’ Past Experience

Wealth Enhancement
VP, Financial Advisor
Mar 25 - Present
Kaze
Finance Consultant
Jul 24- Apr 25
Altfest Personal Wealth Management
Managing Advisor
Feb 16- Jul 24

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