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 |
|---|---|---|---|
GG Gary Gregory | Vice President of Advisor Development | Quantum Group USA | |
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 | |
JG Jason Goodgold | Vice President, Advisors Business Development, Loyalty Solutions Engineering | Mastercard | |
CC Casey Cheek | Development Program Market Advisor & Leader & Vice President | Merrill | |
JD Jay Dodder | Vice President, Senior Advisor Development Consultant | Simplicity Atlanta | |
AV André Vincent | Assistant Vice President & Market Development Advisor | Sunlife | |
GP Gilligan Patrick-NYKNBD | Vice President, Advisor. To President, Business Development Director (Including Mergers and Acquisitions, Portfolio Investments) | Marubeni | |
EL Erin Lucien | Managing Director, Corporate Development & Mergers & Acquisitions Advisor | Springstone Advisory Services | |
KL Kimberly Landry | Senior Vice President and Manager, Advisor Growth and Development | Benjamin F. Edwards & Co. | |
HH Hillary Henderson | Managing Director, Division Advisor Development Program Executive Northeast Division | Merrill | |
JS Jammie Serrano | Vice President of Advisor Development | Advisors Excel | |
MA Merav Atar | Senior Advisor To the Vice President for Research and Development | The Hebrew University of Jerusalem | |
SM Stephen Magistad | At Schwab Managing Director, Business Development & Services Advisor | Charles Schwab | |
SF Shelly Fields | Vice President, Business Development & Advisor | Arvest Bank | |
CN Christy Naegely | Business Development Director & Vice President, Keeling Wealth Advisors | Ameriprise Financial | |
CK Cynthia Klein | Advisor and Vice President Finance and Business Strategy and Development | My Own Med | |
AG Aj Gedwill | Vice President, Business Development & Engagement Advisor | Silver Oak Securities |