Dana Walsh

Vice President at Circle Wealth Management - Summit, NJ, US

Dana Walsh's Colleagues at Circle Wealth Management
Dana Santos

Vice President

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John Chrin

partner

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Paula Goldberg

Office Manager, Client Services

Contact Paula Goldberg

Lindsay Cherashore

Vice President

Contact Lindsay Cherashore

Sarah Roytman

Executive Assistant

Contact Sarah Roytman

Maria Sahury

Owner

Contact Maria Sahury

James Devanna

Manager, Finance & Reporting

Contact James Devanna

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Dana Walsh's Contact Details
Email (Verified)
***@circlewm.com
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Mobile Number
(XXX) XXX-XXXX
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HQ
908 206-1306
Location
New York, New York, United States
Company
Circle Wealth Management
Dana Walsh's Company Details
Circle Wealth Management logo, Circle Wealth Management contact details

Circle Wealth Management

Summit, NJ, US • 20 - 49 Employees
Investment Bank/Securities Brokerage

At Circle Wealth Management, we seek to empower our clients to achieve their financial goals through a collaborative process that emphasizes and respects their values and priorities.

Wealth Advisory Investment Management Investment Bank/Securities Brokerage Management Investment Open-ended
Details about Circle Wealth Management
Frequently Asked Questions about Dana Walsh
Dana Walsh currently works for Circle Wealth Management.
Dana Walsh's role at Circle Wealth Management is Vice President.
Dana Walsh's email address is ***@circlewm.com. To view Dana Walsh's full email address, please signup to ConnectPlex.
Dana Walsh works in the Investment Bank/Securities Brokerage industry.
Dana Walsh's colleagues at Circle Wealth Management are Dana Santos, John Chrin, Paula Goldberg, Lindsay Cherashore, Sarah Roytman, Maria Sahury, James Devanna and others.
Dana Walsh's phone number is 908 206-1306
See more information about Dana Walsh