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 |
|---|---|---|---|
VG Virginie Ganivet | Manages Cividesk's Daily Operations Including Client Services and Business Strategies | Cividesk | |
ME Michelle Elliot | Chief Operating Officer & Senior Client Service Manager | Kowalski Financial | |
BC Bonnie Callahan | Manager, Client Services & Chief Financial Officer | Oak Street Real Estate Group | |
Iovana Torres | Controller & Chief Financial Officer, Client Services & Manager | Exponential Growth Consulting | |
Steven Hafner | Managing Partner, Chief Operating Officer Private Client Services | True Alpha Wealth Management | |
Brandy Randall | Chief Operating Officer & Business Development Specialist & Manager, Client Services | Socratic Better Wealth | |
AB Aaron Bertrand | Manager, Client Services & Chief Operating Officer | Bertrand CPA | |
Greg Yess | Managing Director, Client Services & Chief Operating Officer | NISA | |
CZ Carlos Zambrano | Controller & Chief Financial Officer, Client Services & Manager | Exponential Growth Consulting | |
JA Julianni Arcila | Controller & Chief Financial Officer, Client & Service Manager | Exponential Growth Consulting | |
ME Mary Elam | Chief Operating Officer & Manager, Client Services | EFinancial Advisors | |
Jennifer Etter | Chief Marketing Officer, Client Services At Center Wealth Management | Centre Wealth Management | |
CT Christina Thomas | Chief Administrative Officer & Senior Client Service Manager | Parisi Gray Wealth Management | |
PE Patrick Egan | Chief Operating Officer & Client Service Manager | PEN Consultants | |
MB Michael Berdan | Manager, Client Services & Chief Information Officer, Office of | The University of British Columbia | |
KW Kaitlyn Washburn | Controller & Senior Manager, Private Client Services | Zhang Financial | |
VJ Vikas Jain | Co-Founder & Global Business Development Manager, Information Technology Services Client Acquisition & Revenue Growth | WebMasterDriver | |
LD Lia Diamantis | Manager, Accounting & Client Advisory Services Controller | LUTZ | |
PA Priyanka Alawekar | Client Services Manager, Finance & Controller | Nexdigm Private | |
KK Kelly Klear | Executive VP, Client Service, Account Management | Digitas Health |