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 AdvisorsCo-Founding Partner & Chief Executive OfficerJan 18 - PresentLarson FinancialFinancial AdvisorMay 10- Dec 17
Zach AnthonyManaging DirectorView Profile, zach anthonyViktor HeideChief Of StaffView Profile, viktor heideItay Ben AmiCOOView Profile, itay ben ami