Alan Perl, Fi Tek Wealth Solutions | Find your best path for intro

Alan Perl

Director Of Client Service And Business Development

Fi Tek Wealth Solutions

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Last interaction was ** days ago.

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Account Type******** ****

Account Owner**** *******

Account Opps/Deals

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Closed Won • Feb 25

***K $

Closed

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Past Champion

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Worked in execs roles at *** together from 2021-2024

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Worked in the same department at *** together from 2021-2024

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