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Dawn Armfield
Email
Phone
Managing Director, Chief Operating Officer - Performance Solutions
Hilco Global
Ruth Goodstein
Email
Phone
Chief Operating Officer, At Macquarie Asset Management Wealth Solutions
Macquarie
United States
Rajan Amin
Email
Phone
Chief Operating Officer, Wealth Management Solutions
Ameriprise Financial
United States
,
New York
,
New York City
Rich Compson
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Phone
Head of Wealth Management Solutions & President, Fidelity Personal & Workplace Advisors
Fidelity
United States
,
Massachusetts
,
Boston
Burt Mills
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Phone
Chief Operating Officer Head of Capital Markets & Managing Director, Investment & Client Solutions
Rockefeller Capital Management
United States
,
New York
,
New York City
Rick Tomney
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Phone
Solutions President, Wealth Management & Lha Managing Principal
Little Harbor Advisors
United States
,
Massachusetts
,
Marblehead
Rebecca Allen
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Phone
Managing Director & Global Chief Operating Officer, Client Solutions Group
Goldman Sachs Group
United States
,
New York
,
New York City
David Wong
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Phone
Chief Investment Officer & Managing Director, Total Investment Solutions
Renaissance Investments
Adam Kloczkowski
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Phone
Chief Financial Officer & Chief Operating Officer & Managing Director, PGIM Quantitative Solutions LLC.
PGIM
United States
,
New Jersey
,
Newark
Christopher Stickrod
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Phone
Head Executive VP, Institutional Managed Solutions
TIAA
United States
,
New York
,
New York City
Lisa Francomano
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Phone
Managing Director & Head of GWM C&ORC Client Solutions, CCO UBS FSI, RIA
UBS
United States
,
New York
,
New York City
Akhil Bansal
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Phone
Head Managing Director, Credit Strategic Solutions
Carlyle
United States
,
New York
,
New York City
Nikhil Niyogi
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Phone
Group Managing Director, Head, Wealth Solutions
CIMB Securities
Thailand
,
Phra Nakhon Si Ayutthaya
,
Pahtum Wan
Amy Monteleone
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Phone
Vice President, Project Manager, Premier Client Solutions
BNY Wealth Management
Jill Popovich
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Phone
Senior Managing Director, Northeast Region, Retirement Solutions
TIAA
United States
,
New York
,
New York City
Alex Pecoraro
Email
Phone
Head Senior Managing Director, Technology Retirement Solutions
TIAA
United States
,
North Carolina
,
Charlotte
Aaron Lissner
Email
Phone
Managing Director, Blackstone Insurance Solutions
Blackstone
United States
,
New York
,
New York City
Sam Catlett
Email
Phone
Managing Director and Investments, Portfolio Manager - Solutions Program - Stifel
Stifel Financial
Keith Holzwarth
Email
Phone
Senior Vice President and Investments, Branch Manager, Portfolio Manager-Solutions Program - Stifel
Stifel Financial
United States
,
Michigan
,
Grand Rapids
Sean Kurian
Email
Phone
Head Managing Director, Institutional Solutions
Conning
United States
,
New York
,
New York City
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