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Today
CRM
Pipeline
Clients
Practice
Planning
Estate

CRM/Prospects/Alan Wuckert

Alan Wuckert

alan.wuckert@hotmail.com

0

Closed WonWebsite

Expected AUM$6,804,463

Win Probability100%

Last ContactSep 2, 2026

Next ActionFollow up on proposal

Audit History

No audit history yet. Stage transitions and BANT updates will appear here.

Alan Wuckert — CRM Prospects — Fintech Copilot