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 |
|---|---|---|---|
SB Steve Burak | Senior Chief People Officer, Client & Advisor | BMW of Springfield | |
DG Donnalee Guerin | Chief Operating Officer & Chief Compliance Officer & Senior Client Advisor & Partner | Foster Dykema Cabot | |
RM Robert McKenzie | Senior Client Advisor and Chief Compliance Officer | Boston Research & Management | |
JW Joe Wallace | Senior Client Advisor and Chief Compliance Officer | Wallace Advisory Group | |
CC Christopher Connor | Partner, Senior Vice President Client Advisor York Region | Acrisure | |
II Irene Ip | Managing Director, Senior Client Advisor and Wealth Management | UBS | |
JB John-Paul Bahamondez | Senior Vice President - Senior Multinational Practice Client Advisor and Americas Sales Leader | Marsh | |
RL Roger Lee | Senior Vice President and Business Client Advisor | Summit Bank | |
CJ Craig Janus | Client Advisor- Senior Vice President | Rockefeller Capital Management | |
KO Kennon Osborne-Klein | Private Client Advisor, Senior Vice President | Bank of America | |
AJ Amy Jin | Senior Client Advisor Vice President Private Banking | UOB | |
JR Jenifer Raby | Senior Vice President, Private Client Advisor II | Bank of America | |
RB Ryan Buser | Private Client Advisor, Senior Vice President | Bank of America Private Bank | |
KA Kenny Aubert | Senior Vice President - Investments, Private Client Advisor | JP Morgan | |
JS Jane Symington | Managing Director Senior Client Advisor | Bessemer Trust | |
BH Beth Hofgesang | Vice President, Area & Group Private Client Senior Risk Advisor | Gallagher | |
PY Patric Yancey | Senior Vice President, Client Advisor | Bessemer Trust | |
MR Marguerite Robinson | Managing Director - Senior Client Advisor | Rockefeller Capital Management | |
WS William Schroeder | Private Client Advisor and Senior Vice President | Bank of America Private Bank | |
JC Joshua Coody | Senior Vice President, Client Advisor | Arvest Bank |