Sara Klaessy, 1834 Investment Advisors Co | Find your best path for intro

Sara Klaessy

Retirement Plan Services Specialist

1834 Investment Advisors Co

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Last interaction was ** days ago.

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

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

Account Opps/Deals

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

Closed Won • Feb 25

***K $

Closed

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***** ******

Past Champion

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Colleague - Career Overlap

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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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