Tommy Stapleton, Collective Wealth Partners | Find your best path for intro

Tommy Stapleton

Financial Advisor

🏢 Job Change

(2 days ago)

Collective Wealth Partners

Your Organizational Collective Activity

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***

<--,

***

Last interaction was ** days ago.

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

CRM Data

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Account Type**** *****

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

Account Opps/Deals

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

Closed Won • Feb 25

**K $

Closed

Best path for intro

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Past Champion

**** *******

Colleague - Career Overlap

Leveraging your organizational collective network
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Tommys’ Career Overlaps

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

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

****** ***

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

Tommys’ Past Experience

Collective Wealth Partners
Financial Advisor
May 25 - Present
Applied Wealth Management
Financial Advisor
Jul 24- May 25
Principal Financial Group
Financial Advisor
Aug 22- Jun 24

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