704-968-7729
dpaventi@abacusadv.com
David Paventi
David worked in the financial services industry for 21 years before joining Abacus from a premier Settlement Planning firm based in Georgia. He spent 4 years at Forge Consulting where he served as President of Forge’s insurance agency and Chief Operating Officer of Forge and its related companies. His background has been focused on starting companies and building infrastructure and controls for banks, broker-dealers, trust companies, and RIAs. He brings a unique perspective to the firm that will help Abacus and our clients optimize processes and achieve their goals.
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704-968-7729
David worked in the financial services industry for 21 years before joining Abacus from a premier Settlement Planning firm based in Georgia. He spent 4 years at Forge Consulting where he served as President of Forge’s insurance agency and Chief Operating Officer of Forge and its related companies. His background has been focused on starting companies and building infrastructure and controls for banks, broker-dealers, trust companies, and RIAs. He brings a unique perspective to the firm that will help Abacus and our clients optimize processes and achieve their goals.
dpaventi@abacusadv.com
PHONE
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