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 |
|---|---|---|---|
ME Michelle Elliot | Chief Operating Officer & Senior Client Service Manager | Kowalski Financial | |
JP Jillian Propst | Senior Client Relationship Manager & Chief Operating Officer, Team & Vice President | Rockefeller Capital Management | |
AR Abitzel Robinson-Hobson | Senior Managing Director Client Chief Financial Officer and York Partnerships | Kiwi Partners | |
HT Helene Tavarone | Client Relationship Manager & To President Assistant & Senior Partner | Force Financial Associates | |
AS Anusha Santhosh | Chief of Staff & Senior VP, Client Delivery & Manager | LiveMindz | |
JY Joemon Yesudas | Senior Client Product Support Representative & Chief Marketing Officer, Cash Management Operations | Royal Bank of Canada | |
CT Christina Thomas | Chief Administrative Officer & Senior Client Service Manager | Parisi Gray Wealth Management | |
AC Amanda Czysz | Controller & Senior Manager, Client Support | Advize Health | |
SM Sherief Meleis | Executive VP & Senior Client Manager | Curinos | |
KW Kaitlyn Washburn | Controller & Senior Manager, Private Client Services | Zhang Financial | |
CA Cora Andrews | Senior Client Manager & Controller | The Profit Line | |
JA Juliani Arcila | Controller & Senior Client Manager | Exponential Growth Consulting | |
AM Arun Mhalgi | Senior Co-Founder, Mkrk Client Management | MKRK | |
LK Laura Kluth | Senior Vice President, Client Operations Manager | BNY | |
GL Greg Lester | Managing Director and Senior Client Advisor | Bessemer Trust | |
PZ Peter Zouzoulas | Managing Director, Senior Private Client Manager | Bank of America | |
MM Michael MacKinnon | Senior VP, Strategic Client Management | Ministry Brands | |
AV Akhila Vrindavanam | Senior VP, Client Reporting & Manager | Bank of America | |
MR Mike Reddish | Senior Vice President - Private Client Manager | Bank of America | |
MA Michael Aromando | Senior Vice President, Philanthropic Client Manager | Bank of America |