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 |
|---|---|---|---|
CR Carrie Reznicek | Mortgage Advisor and Vice President Business Development | Fairway Independent Mortgage Corp | |
PB Paul Beauvais | Vice President, Advisor Development, CEBS | PPF Group of Companies | |
DC Daniel Cacciola | Vice President of Advisor Development | McAdam | |
JB John Burton | Co-Founder & Board Member & Technical Advisor & Vice President, Research & Development (Emeritus) | Uromedica | |
KB Kathryn Brennan | Senior Vice President, Advisor Recruiting and Business Development | Trusted Advisor Search | |
RA Randall Alberts | Senior Vice President, Head of Sales Effectiveness and Advisor Development | CI Investments | |
JL Jason Lueger | Vice President of Advisor Development | Advisors Excel | |
JK James Kiracofe | Principal Advisor and Strategy Consultant. Senior Vice President and Chief Operating Officer. Business Systems and BD Marketing and OpsDevExcellence | Bsi | |
FS Flavia Samper | Vice President Advisor Engagement Business Development | Osaic | |
PR Paul Rogers | Vice President, 401(K) Advisor and Business Development Officer | Bank of Ann Arbor | |
MP Michael Pine | Senior Vice President, Business Development Advisor | MetaVia | |
JS Jamie Stacey | Managing Director, Advisor Channel Sales, Business Development, Western Region | RBC Global Asset Management | |
GG Gary Gregory | Vice President of Advisor Development | Quantum Group USA | |
TU Tayfun Umucu | Chief Advisor & Managing Director, International Projects & Business Development Department | Türkiye Petrolleri Anonim Ortakl | |
CR Christian Radu | Business Advisor & Global Vice President, Business Development | SafeUEM | |
RA Ruben Angulo | Vice President of Advisor Development and Investment Advisor Representative | Trajan Wealth | |
GG Greg Gillis | Vice President of Advisor Development | David McKnight | |
JC John Currelly | Vice President and Senior Program Development Advisor | Papyrus | |
SD Stephanie Day | Retirement Plan Advisor & Vice President, Business Development | HORAN Wealth | |
JG Jason Goodgold | Vice President, Advisors Business Development, Loyalty Solutions Engineering | Mastercard |