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 |
|---|---|---|---|
TL Tracy Langley | Chief Administrative Officer Reg. Client Service Associate, RJFS | Signature Wealth Strategies | |
MG Morgan Gu | Associate, Client Enablement - Global Client Solutions CS Chief Operating Officer | CommBank | |
SD Sharon Dew | Senior Client Service Associate & Office Administrator & Chief Compliance Officer | HL Ormond | |
CS Chris Schurmann | Chief Compliance Officer, Cfp & Senior Client Service Associate | Summit Investment Advisors | |
JM Jaime Morin | Client Associate and Chief Compliance Officer | Matco Financial | |
MW Maranda Wellman | Controller & Client Service Associate | Wealth Advisors Group | |
JL Justine Lease | Controller & Client Solutions Associate | Focused Wealth Management | |
UM Unesa Miguel | Senior Client Service Associate & Chief Compliance Officer | Opes Advisors | |
CC Calley Cola | Controller & Client Service Associate | Retirement Lifestyle Consultants Wealth Management | |
AM Acma Mandaliya | Client Services Associate & PE Fund Controller | Nuveen | |
JA Jennifer Archambault | Chief Compliance Officer & Client Service Associate | Generational Wealth Management | |
MB Mary Bennett | Client Associate- Assistant Vice President | Rockefeller Capital Management | |
CP Carl Pavlich | Client Associate, Associate Vice President | Rockefeller Capital Management | |
JQ Jimmy Quinn | Senior Client Associate, Associate Vice President | Rockefeller Capital Management | |
TR Tracy Rinaldi | Senior Client Associate, Associate Vice President | Rockefeller Capital Management | |
AA Allyson Albert | Client Associate, Associate Vice President | Rockefeller Capital Management | |
TA Tegest Asefa-Brown | Senior Client Associate, Associate Vice President | Rockefeller Capital Management | |
SB Sonya Brampton | Senior Client Associate, Associate Vice President | Rockefeller Capital Management | |
SS Sarah Stolz | Senior Cuneo Team Client Operations Associate & Associate Vice President | Rockefeller Capital Management | |
JE Jessica Ems | Senior Client Associate, Associate Vice President | Rockefeller Capital Management |