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 |
|---|---|---|---|
SR Stephanie Rose | Director, Partnership & Client Experience & Chief Executive Officer, Office of | VSP Vision | |
Trevor Herrell | Director, CB Productivity, Chief Operating Officer and Digital Transformation and Client Experience Finance | Scotiabank | |
Elizabeth di Bonaventura | Director, Chief Operating Officer of Aladdin Client Experience Platform | BlackRock | |
ML Mark Lingenfelter | Director, Employee & Client Experience | Christopher Street Financial | |
CP Claudine Plesa | Director, Client & Brand Experience | MBS | |
KA Kaisa Auge-Katz | Client Experience Chief Operating Officer & Director | Katz Law Firm | |
KS Kristi Soares | Director, Family Office Chief Financial Officer Client Experience | Manchester Capital Management | |
LH Lynn Hoffman | Partner, Executive Vice President Director of Client Experience and Partnerships | Mediology | |
JG Joseph Gonzales | Executive Vice President & Director, Operations & Client Experience | Commercial Bank of California | |
AM Andrew Morales | Chief Compliance Officer & Director, Client Experience | Sorenson Impact | |
JC Jacques Caussignac | Director, Client Experience & Chief Compliance Officer, Strategy | Clear Skies Investment Management | |
LK Lindsay Krattenmaker | Client Experience & Brokerage Products Managing Director, Retail | Charles Schwab | |
NF Niamh Fitzgerald | Global Managing Director, Head of Client Experience | Principal Asset Management | |
JH James Hedrick | Vice President, Director of Risk Management and Client Experience | Oswald | |
MV Michelle Vickers | Managing Director, Client and Advisor Experience | RBC Wealth Management | |
LI Leticia Inman | Senior Vice President and Client Experience Director | Porter Novelli | |
JA Jade Aase | Managing Director, Client Experience | EisnerAmper | |
BT Beth Tulloss | Senior Vice President - Director of Client Experience Strategy | Truist | |
LL Lauren Locke | Client Employee Experience & Managing Director Head of Commercial Banking | Wells Fargo | |
JS Jaclyn Silk | Senior Vice President, Director of Bangor Payroll Client Experience and Delivery | Bangor Savings Bank |