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Jordan Smith

Retirement Consultant at Sapers & Wallack

  • LinkedIn

As a Retirement Consultant, I bring an analytical and detail-oriented perspective to the design and delivery of client solutions, product education, and cost-benefit analysis. I have over...

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SAPERS & WALLACK

SAPERS & WALLACK

  • description Description
    Founded in 1932, Sapers & Wallack is a comprehensive insurance, benefits and wealth management advisory firm. Non-profits, venture-backed and private equity portfolio companies, family-owned ...

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  • Employees count Employees 11-50
  • Revenue Revenue 25 Million to 50 Million
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Sapers & Wallack Org Chart and Mapping

Employees

Sharon Dicarlo

Senior Account Executive

Lisa Mendis

Client Relationship Coordinator

Lisa Smith

Executive Assistant to the CEO

Jake Cole

Retirement Relationship Consultant

CAM Carlson

Financial Administrative Assistant

Kimberly Landry

Certified in Long Term Care

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Answer: Jordan Smith works Sapers & Wallack located at 275 St, Newton, Massachusetts, Washington, 02458, United States

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  • Phone number  :  (***)-***-****
  • Email  :  j****@sapers-wallack.com

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