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
Vestia Personal Wealth AdvisorsCo-Founding Partner & Chief Executive OfficerJan 18 - PresentLarson FinancialFinancial AdvisorMay 10- Dec 17
Sean FlahertyCo Founder CEOView Profile, sean flahertyNoam IlanChief Executive OfficerView Profile, noam ilanJoe MurphyCEOView Profile, joe murphy