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 |
|---|---|---|---|
WK Worthy Keener | Keener Insight Associates Executive Advisor & President & Chief Executive Officer | Allegacy | |
SS Sean Stevens | Chief Executive Officer & Lead of Midwest Associates Advisor | Midwest Associates | |
VV Val Vogel | Advisor and President Burns, Vogel and Associates, Inc. | Burns Vogel & Associates | |
MC Margot Cerutti | Chief Operations Officer & Wealth Management Associate & Advisor | Northwestern Mutual | |
AM Alma Maric | Chief Administrative Officer & Co-Founder & Associate & Wealth Advisor | Fairvoy Private Wealth | |
CY Cynthia Yang | Associate Vice President & Special To The Advisor & President | Barnard College | |
JK John Kozely | Chief Financial Officer & Director, Investments & Wealth Management Associate & Advisor | Northwestern Mutual | |
Brian Burkholder | President & Financial, Burkholder & Associates Advisor | Ameriprise Financial | |
MS Mandee Stearns | President & Associate Advisor | Carter Financial Group | |
PH Peter Holm | Associate Vice President & To The Senior Advisor & President, Strategy & Planning | New York University | |
RT Roberto Tellechea | Chief Financial Officer & Mckenzie & Associates Advisor | McKenzie & Associates | |
DH Doug Hoffman | Senior Cpa, Business Associate & Advisor & Chief Financial Officer, Services | Urban Accounting | |
NM Natasha Morris | Associate Chief Marketing Officer & Vice President, Clinical Services & Physician & Advisor | AdventHealth | |
BH Bob Howe | Associate VP, Communications & Special To The Advisor & President | Fordham University | |
GK Glenn Kirst | Chief Operating Officer & Wealth Management Associate & Advisor | Northwestern Mutual | |
MD Matthew Dunphy | Financial Advisor & Chief Operating Officer, Morgan & Associates | Ameriprise Financial | |
NC Nancy Curby | Special Advisor To the Vice President and Associate Provost for Global Programs and Chief of Staff | Boston University | |
JK John Kerr | Managing of Bay Financial Associates Principal & President, Llc & of Bay Financial Advisors, Inc | WeTego Investments | |
SM Shaun Mohr | President, Chapter of The National Association of Financial Advisors (Naifa, Cincinnati) | Diversified Brokerage Specialists | |
Anjali Seth | Associate Vice President & International Admissions & To The Strategic Advisor (Global) & President | Wesleyan College |