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 | |
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 | |
MW Maranda Wellman | Controller & Client Service Associate | Wealth Advisors Group | |
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 | |
AD Amy Dueling | Associate VP, Client Services | SitusAMC Holdings | |
ZH Zach Hesse | Manager, Client Service Delivery & Vice President & Associate Specialist | Northern Trust | |
MP Martha Prestin | Senior Registered Client Service Associate | Morgan Stanley | |
NS Nandita Singh | Associate VP, Client Services | 360 One | |
SW Stacey-Ann Wint | Vice President, Senior Client Service Associate | JP Morgan | |
SG Savannah Green | Client Service Associate & Assistant VP, Registered | Cary Street Partners | |
KC Kiu Chan | Client Service Associate & Assistant Vice President | OpenArc | |
JE Julie Eggert | Assistant Vice President & Senior Client Service Associate | OpenArc | |
TK Timothy Kotulak | Assistant Vice President & Private Bank Client Service Associate | PNC | |
DP Dikshil Patel | Assistant Vice President & Corporate & Investment Bank Operations Client Service Associate | JP Morgan | |
JS Jenny Schnickel | Assistant Vice President & Client Service Associate | Nuveen | |
DP Daniela Pacin | Assistant Vice President & Client Service Associate | OpenArc |