intail.ai logo
Book a Demo
shepherd wealth & retirement

Shepherd Wealth Retirement

Financial Services

Tucson, Az, United States Of America

1-10 employees

Your Organizational Collective Activity

View your organizations’ collective activity with Shepherd Wealth Retirement to find the best way to reach out

***

-->,

***

<--,

***

Last interaction was ** days ago.
intail.ai example profile image
intail.ai example profile image
*** and ***** are the closest.

CRM Data

View Shepherd Wealth Retirements’ CRM data to get more info on their experience with your organization

Account Type****** ***
Account Owner*** ***
Account Opps/Deals

******** ******

Closed Won • Aug 24

****K $

Closed

Best path for intro

View Shepherd Wealth Retirements’ best path for intro to find the best way to reach out

intail.ai example profile image
**** ****
Past Champion
intail.ai example profile image
******** ****
Colleague - Career Overlap

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

Champions Who Joined Shepherd Wealth Retirement

Leverage your existing network to create new connections with Shepherd Wealth Retirement

  • intail.ai example profile image
    *** ***
    ******* ********
    *****
    **
  • intail.ai example profile image
    **** ****
    *** ****
    *****
    *
  • intail.ai example profile image
    *** ****
    ******* ****
    *****
    **

Champions Who Left Shepherd Wealth Retirement

Manage your risk with Shepherd Wealth Retirement to maintain a stable relationship

  • intail.ai example profile image
    ****** ******
    *** ***
    *****
    **
  • intail.ai example profile image
    ***** *****
    ****** ***
    *****
    ***
  • intail.ai example profile image
    ******** ***
    ****** *******
    *****
    *