Account Type**** ***Account Owner**** ******Account Opps/Deals******* *****Closed Won • Oct 24**K $Closed
**** ***Worked in execs roles at *** together from 2021-2024******* ******Worked in the same department at *** together from 2021-2024
Dentist AdvisorsDirector of Financial EducationOct 24 - PresentElementsFinancial Vitals SpecialistSep 20 - PresentDentist AdvisorsFinancial AdvisorDec 19- Jul 22
Priya ShettyAssociate DirectorView Profile, priya shettyGuy Guyton IvDirector Wealth Asset ManagementView Profile, guy guyton ivRaymond KirbyDIRECTOR INDEPENDENT RISK MODEL OVERSIGHTView Profile, raymond kirby