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Sophie Berglund - Email & Phone Number

Associate Advisor and Client Service Associate at Peak Asset Management, Llc, Colorado

Sophie Berglund is based out of Boulder, Colorado, United States and works at Peak Asset Management, Llc, Colorado as Associate Advisor and Client Service Associate .

Sophie Berglund's Contact Information

Sophie Berglund's Work email
s*****@peaka***.com
Valid
Latest update
January 23, 2024
Location
Boulder, Colorado, United States

Sophie's current employer

Peak Asset Management, Llc, Colorado logo

Peak Asset Management, Llc, Colorado

Description
Peak Asset Management provides financial and retirement planning for busy professionals, divorcees, and people nearing or in retirement.
Website
peakam.com
HQ Location
Louisville, CO, United States
Number of employees
11-50
Industry
Financial Services
Latest update
April 30, 2024

Frequent questions about Sophie Berglund

What company is Sophie Berglund working for?
Sophie Berglund works for Peak Asset Management, Llc, Colorado.
What is Sophie Berglund's function at Peak Asset Management, Llc, Colorado?
Sophie Berglund is Associate Advisor and Client Service Associate at Peak Asset Management, Llc, Colorado.
Where is Sophie Berglund based?
Sophie Berglund is based out of Boulder, Colorado, United States.
What is Sophie Berglund's work email address?
Sophie Berglund's professional email address is s*****@peaka***.com
Who are Sophie Berglund's co-workers?
Sophie Berglund's colleagues are Hope Albu, John McCorvie, Noel Bennett, Terry Robinette, Debbie Harper, Angela Dwinal, Julie Pribble, Brent Yanagida, Tara Hefty, Bethany Aylor.
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Sophie's co-workers

Hope Albu avatar
Hope Albu
Service Advisor
John McCorvie avatar
John McCorvie
Partner & Portfolio Manager
Noel Bennett avatar
Noel Bennett
Portfolio Manager
Terry Robinette avatar
Terry Robinette
Portfolio Manager
Debbie Harper avatar
Debbie Harper
Business Manager
Angela Dwinal avatar
Angela Dwinal
Client Service Manager
Julie Pribble avatar
Julie Pribble
Portfolio Manager
Brent Yanagida avatar
Brent Yanagida
Financial Planner and Manager
Tara Hefty avatar
Tara Hefty
Managing Partner, Portfolio Manager
Bethany Aylor avatar
Bethany Aylor
Associate Advisor/Client Service Associate
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