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 |
|---|---|---|---|
MD Milos Djuranovic | Vice President - Client Adviser | JP Morgan | |
CH Camelia Hegarty | Assistant VP, Sub-Advised Client Services | Neuberger Berman | |
CK Christian Kimball | Vice President and Wealth Management Adviser - Fidelity Strategic Clients Group | Fidelity | |
TS Teresa Smith | Vice President, Senior Client Services-Adviser -Employee Benefits and Total Rewards, P & C and Surety | IMA | |
YC Yingfei Crystal | Vice President, Private Client Adviser | JPMorgan Chase | |
TH Theresa Heckman | Senior Client Adviser and Vice President | Life Resource Planners | |
JP John Palmer | Director - Senior Private Client Adviser | Morgans | |
GD Gary Dean | Associate Director, Private Client Adviser | Prosperity Advisers | |
IW Ian Wright | Director and Private Client Adviser | WrightAdams Advisory | |
SC Sonia Cyrus | Director, IBM Cloud Client Experience & Advisement | IBM | |
CH Caia Henry Noel-Smith | Executive Director - Senior Client Adviser, Middle East and Africa Financial Intermediaries | JP Morgan | |
JM Jake Mounsey | Director and Private Client Adviser | Bridgewood Private Wealth | |
CD Connie Deveaux | Client Success, Intake & Advocacy Specialist & Regional Director, Sales Assisted Living Advisers | Assisted Living Advisers | |
AR Andrew Ross | Senior Director, Client Services & Advising Student | Arizona State University | |
EL Erin Lynes | Director and Private Client Adviser | Northhaven Private Wealth | |
BW Benjamin Williamson | Director - Private Client Adviser | Morgans | |
JS Judy Schmidt | Director and Private Client Adviser | Arrow Private Wealth | |
AG Andrew Groat | Private Client Adviser and Director | GV Private Wealth | |
NV Nemanja Vico | Private Client Adviser and Director | GV Private Wealth | |
BH Bradley Howard | Director - Client Adviser | UBS |