Contacts
Likely to Engage Contact 
Contact Name And Email
Current Role
Contact Info
Companies
Company Name/URL/Ticker
Industry
Employee Count
Revenue
Locations
Location
Contact Name | Contact Details | Job Title | Company Name |
|---|---|---|---|
JK John Kozely | Chief Financial Officer & Director, Investments & Wealth Management Associate & Advisor | Northwestern Mutual | |
RT Roberto Tellechea | Chief Financial Officer & Mckenzie & Associates Advisor | McKenzie & Associates | |
DH Doug Hoffman | Senior Cpa, Business Associate & Advisor & Chief Financial Officer, Services | Urban Accounting | |
NM Natasha Morris | Associate Chief Marketing Officer & Vice President, Clinical Services & Physician & Advisor | AdventHealth | |
SA Stuart Allan | Business Senior Associate & Advisor & Chief Financial Officer, Contract | Management Response | |
Vanessa Smith | Chief Financial Officer & Value Delivery Associate Advisor | Hill Capital | |
NC Nancy Curby | Special Advisor To the Vice President and Associate Provost for Global Programs and Chief of Staff | Boston University | |
JH Jennifer Halliwell | Advisors Association President - Elect | South Carolina Association of Student Councils | |
CR Cyndi Russell | Advisors Association President | South Carolina Association of Student Councils | |
NP N.K Paul | Chief Financial Officer & Tax ( Member Advisor & Dhaka Taxes Bar Association) Trainer | Self Development Technical Training Academy | |
JK John Kerr | Managing of Bay Financial Associates Principal & President, Llc & of Bay Financial Advisors, Inc | WeTego Investments | |
JK John Kerr | Managing of Bay Financial Associates Principal & President, Llc & of Bay Financial Advisors, Inc | Peachtree Wealth Strategies | |
SM Shaun Mohr | President, Chapter of The National Association of Financial Advisors (Naifa, Cincinnati) | Diversified Brokerage Specialists | |
NR Neil Ramsbotham | Associate Advisor and Chief Technology Officer | Australian Achiever Awards | |
SD Steven Dimitriou | President, National Association of Plan Advisors (Napa) | ASPPA Newsroom | |
Sofia Del Mazo | Leadership Financial Services Advisor & Chief Financial Officer, LATAM Practice At Russell Reynolds Associates | Russell Reynolds | |
SL Sherry Laws | Senior Advisor To the Associate Chief Financial Officer for Shared Services | U.S. Department of Agriculture | |
SW Stephen Webb | Associate General Counsel & Athletics To The Advisor & Senior VP | Arizona State University | |
LS Lauren Schreur | Special Advisor, Associate General Counsel, Capital Markets | FINRA | |
BH Bradley Heffner | Associate General Counsel & Risk Management Advisor | Michigan Economic Development |