Alex Bernier, Wealth Enhancement | Find your best path for intro

Alex Bernier

Financial Advisor Portfolio Manager

Wealth Enhancement

View your organizations’ collective activity with Alex to find the best way to reach out

***

-->,

***

<--,

***

Last interaction was ** days ago.

****** and ****** are the closest.

View Alexs’ CRM data to get more info on their experience with your organization

Account Type***** ****

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

Account Opps/Deals

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

Closed Won • Feb 25

****K $

Closed

View Alexs’ best path for intro to find the best way to reach out

******* ***

Past Champion

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

Colleague - Career Overlap

Use your organizations colleagues connection to reach out to Alex

******* ***

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

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

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

View people similar to Alex based on experience