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 |
|---|---|---|---|
VM Vincent Mayor | Association Chief Executive Officer and Vice President Client Services | Association Services Group | |
NM Natacha Myers | Chief Administrative Officer & Financial 360, Llc, , Rjfs Client Service Associate | Financial 360 | |
Thomas Walrond | President, Raymond James and Associates, Private Client Group | Raymond James | |
TL Tracy Langley | Chief Administrative Officer Reg. Client Service Associate, RJFS | Signature Wealth Strategies | |
MG Morgan Gu | Associate, Client Enablement - Global Client Solutions CS Chief Operating Officer | CommBank | |
KG Katherine Galway | Registered Client Associate and Assistant To Chief Information Officer | Windward Capital | |
SD Sharon Dew | Senior Client Service Associate & Office Administrator & Chief Compliance Officer | HL Ormond | |
CS Chris Schurmann | Chief Compliance Officer, Cfp & Senior Client Service Associate | Summit Investment Advisors | |
CF Carolyn Faulkenberry | Associate (Controller and Chief Financial Officer Client Services) | Your Part-Time Controller | |
JM Jaime Morin | Client Associate and Chief Compliance Officer | Matco Financial | |
MW Maranda Wellman | Controller & Client Service Associate | Wealth Advisors Group | |
JL Justine Lease | Controller & Client Solutions Associate | Focused Wealth Management | |
UM Unesa Miguel | Senior Client Service Associate & Chief Compliance Officer | Opes Advisors | |
CC Calley Cola | Controller & Client Service Associate | Retirement Lifestyle Consultants Wealth Management | |
AM Acma Mandaliya | Client Services Associate & PE Fund Controller | Nuveen | |
PB Praveen Bharadwaj | Senior Associate - Corporate Services (Client Financial Controller) | Vistra | |
JA Jennifer Archambault | Chief Compliance Officer & Client Service Associate | Generational Wealth Management | |
CH Clinton Ho | Associate VP, Client Growth | Guidepoint Global | |
HF Helen Fung | Associate VP, Client Strategy | Christie's | |
EM Elizabeth Marshman | Associate Vice President & Director, Trusts, Estates & Private Clients | Freeman's Auction |