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Anne Iwasko

Client Experience Manager - Business Integration at Synergy Capital Solutions

  • LinkedIn

We are a solutions-based wealth management firm serving affluent individuals nationwide. Our team builds trusted relationships to help our clients build, grow, enjoy, and give while navig...

Read More

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SYNERGY CAPITAL SOLUTIONS

SYNERGY CAPITAL SOLUTIONS

  • description Description
    We are a solutions-based wealth management firm serving affluent individuals nationwide. Our team builds trusted relationships to help our clients build, grow, enjoy, and give while navigatin...

    Read More

  • Employees count Employees 11-50
  • Revenue Revenue 5 Million to 10 Million
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Synergy Capital Solutions Org Chart and Mapping

Cfp® Mark F. Burns

Chief Executive Officer/Chief Investment Officer

VP-Level
Employees

Jeff Advisor

Client Solutions Advisor, Director of Planning Solutions

Emma Burns

Client Experience Associate – Marketing and Events

Cfp® Sarah J. Zvekan

Advisor, Advanced Planning Team

Jennifer Curran

Client Experience Associate

Cfp® Jordann Andrusiak

Advisor ‖ Director of Business Solutions

Anne Iwasko

Client Experience Manager - Business Integration

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Answer: Anne Iwasko is the current Client Experience Manager - Business Integration at Synergy Capital Solutions.... Read More

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Answer: Synergy Capital Solutions's Client Experience Manager - Business Integration is Anne Iwasko

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  • Phone number  :  (***)-***-****
  • Email  :  a****@synergycapitalsolutions.com

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