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

Sara Klaessy

Retirement Plan Services Specialist

🏢 Job Change

(2 months ago)

1834 Investment Advisors Co

Your Organizational Collective Activity

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

***

-->,

***

<--,

***

Last interaction was ** days ago.

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

CRM Data

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

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

Account Owner*** ******

Account Opps/Deals

****** ****

Closed Won • Dec 24

**K $

Closed

Best path for intro

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

***** ***

Past Champion

**** ****

Colleague - Career Overlap

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

Saras’ Career Overlaps

Use your organizations colleagues connection to reach out to Sara

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

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

*** ***

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

Saras’ Past Experience

1834 Investment Advisors Co
Retirement Plan Services Specialist
Jan 25 - Present
Principal Financial Group
Marketing Director
Jan 94- Nov 24

People similar to Sara

View people similar to Sara based on experience