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