Joseph Or Jb Bassett, Sterling Portfolio Managers Llc

Joseph Or Jb Bassett

Senior Vice President Wealth Consultant

Sterling Portfolio Managers Llc

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

***

-->,

***

<--,

***

Last interaction was ** days ago.

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

View Josephs’ 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 Josephs’ 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 Joseph

******* ****

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

******** ***

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

View people similar to Joseph based on experience