Pricing

Wealthbox

0 followers

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Wealthbox is a web and mobile CRM application for financial professionals.

Industries

Apps, Enterprise Software

Headquarters

New York, United States

Employees

51-200

Links

Org chart

John Rourke

CEO & Cofounder

John Rourke

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Amberr Foreman

Head Of Enterprise Customer Success & Onboarding

Dan Ferranti

CTO & Cofounder

Erin Bickford

VP of Marketing

Jeff Mello

President & Chief Financial Officer

Michal Kopanski

Head of Design

Shawn P. Preisler

SVP of Revenue

Steve Carroll

Head Of Product

Teams

+11

Engineering

14 members

Sales Team

8 members

Leadership Team

8 members

Customer Support and Success Team

6 members

Offices

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