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 | |
CT Christina Thomas | Chief Administrative Officer & Senior Client Service Manager | Parisi Gray Wealth Management | |
KW Kaitlyn Washburn | Controller & Senior Manager, Private Client Services | Zhang Financial | |
MG Manish Gurnani | Assistant Vice President & Senior Manager, Client Services | Infosys | |
BD Brian DeLay | Vice President. Senior Client Service Manager | Bank of America | |
JM James Mueller | Vice President, Senior Client Services Manager, Northeast and One Water Utility Management Lead | STV | |
JO John Oaks | Senior Managing Director, Managed Client Services | Innovative Driven | |
MP Mike Phillips | Vice President, Client Service & Senior Manager | JPMorgan Chase | |
DC Daphne Coleman | Vice President, Manager - Client Services, Senior Account Executive II | Gallagher | |
MM Melissa Moser | Senior Manager and Vice President Field and Client Support Services | RBC Wealth Management | |
CT Cintia Torres | Vice President and Senior Client Service Manager | CIBC | |
RK Rebecca Kickler | Senior Vice President, Portfolio Management and Client Services Leader | First Commonwealth Bank | |
MS Matthew Snively | Senior VP, Wealth Management & Private Client Services | Elements Financial | |
MW Mark Wilkinson | Senior Manager, Derivatives Client Services & Vice President | Northern Trust | |
DD Derica Demint | Senior VP, Account Management & Client Services | Open Lending | |
DM Deshaun Merrick | Senior Vice President, Senior Client Service Manager - Investment Operations Outsourcing (IOO) | Northern Trust | |
TC Tom Croteau | Senior Managing Director, Project Management & Client Services | Maxis Advisors | |
JJ Joseph Jackson | Senior VP, Client Services & Account Management | Graebel Companies | |
DW Dawn Webb | Vice President, Senior Client Services Manager | Bank of America | |
SK Sebastian Kot | Global Senior VP, Risk Controls Client Management & Credit Services | BNY |