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Contact Name  | Contact Details | Job Title | Company Name |
|---|---|---|---|
Giselle Prego |  Phone Email | Manager, Client Experiences, Chief Marketing Officer Program |  Deloitte |
MR Marissa Ryan | PhoneEmail | Manager, Client Experiences. Chief Marketing Officer Program | Deloitte |
KT Kevin Tarpey | PhoneEmail | Executive Vice President & Managing Client Experience Partner |  Stagwell |
CF Carly Flanigan | PhoneEmail | Chief Compliance Officer & Manager, Client Experience |  O'Keefe Stevens Advisory |
DM Danny McGeorge | PhoneEmail | Executive VP, Private Wealth Management Client Experience |  UMB Financial |
LK Lauren Kessler | PhoneEmail | Managing Director & Head of Client Development, National Client, Hire & Leave Experience Team |  JP Morgan |
BF Barry Finnerty | PhoneEmail | Vice President & Head of Client Experience Operations Morgan Stanley Investment Management |  Morgan Stanley |
DS Dana Sullivan | PhoneEmail | Vice President, Senior Client Experience Manager |  State Street |
CO Caicy Oliphant | PhoneEmail | Vice President, Client Experience & Manager, Integration |  IMA Select |
TK Takehiro Kojima | PhoneEmail | Vice President, Client Experience & Business Development Manager |  Cambridge Consultants Limited |
HC Heather Croke | PhoneEmail | Managing Director, Private Wealth & Client Experience |  Ryan Financial Group |
LK Lindsay Krattenmaker | PhoneEmail | Client Experience & Brokerage Products Managing Director, Retail |  Charles Schwab |
KW Kyler Wen | PhoneEmail | Managing Director, Client Experience Technology |  SLC Management |
NG Nicole Gullone | PhoneEmail | Vice President, Wealth Management Client Experience Cx Success Strategic Initiatives |  JPMorgan Chase |
LW Lori White | PhoneEmail | Vice President, Client Experience & Program Manager, Quality System, Regulatory Affairs |  Vista LifeSciences |
NF Niamh Fitzgerald | PhoneEmail | Global Managing Director, Head of Client Experience |  Principal Asset Management |
RK Runa Kargupta | PhoneEmail | Senior VP, Client Experience & Manager |  Banc of California |
RB Rory Boulden | PhoneEmail | Product Management Executive & Senior VP, Client Experience, Integration & Oversight |  Bank of America |
JH James Hedrick | PhoneEmail | Vice President, Director of Risk Management and Client Experience |  Oswald |
MV Michelle Vickers | PhoneEmail | Managing Director, Client and Advisor Experience |  RBC Wealth Management |