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 |
|---|---|---|---|
JE Julianne Emeterio | Manager, Client Operations & Chief Executive Officer, D | D Magazine Partners | |
Paul Thompson | President, Portfolio Manager & Client Advisor | Ascension Capital | |
DR David Roberts | Client Management Director & Chief Executive Officer | Anchoria Roberts Health Care Services | |
VG Virginie Ganivet | Manages Cividesk's Daily Operations Including Client Services and Business Strategies | Cividesk | |
GT Gary T | Client Digital Asset Management | Cosy Systems | |
IJ Irkston Jackson | Chief Operating Officer & Manager, Client & Human Resource | All About You Staffing | |
RB Ryan Brookes | Regional President, Client Management National Accounts | Meritain Health | |
Steven Hafner | Managing Partner, Chief Operating Officer Private Client Services | True Alpha Wealth Management | |
ES Elizabeth Snide | Manager, Client Operations & Chief Marketing Officer | CVS Health | |
EB Ebbe Bertellotti | Vice President, Chief of Staff - Wealth Management Marketing and Client Engagent | Goldman Sachs | |
Giselle Prego | Manager, Client Experiences, Chief Marketing Officer Program | Deloitte | |
GN Gitanjali Nistala | Managing Director, Chief Technology Officer - Asset Management Client Technology | JP Morgan | |
Brandy Randall | Chief Operating Officer & Business Development Specialist & Manager, Client Services | Socratic Better Wealth | |
AB Aaron Bertrand | Manager, Client Services & Chief Operating Officer | Bertrand CPA | |
Greg Yess | Managing Director, Client Services & Chief Operating Officer | NISA | |
KH Kaitlin Huffman | Client Manager & Chief Financial Officer, Fractional | The CFO Leadership Council | |
Emily Denevi | Global Chief Financial Officer, Client Management | Edelman | |
Peter Nordenberg | Chief Operating Officer & Group Director, Private Client & Manager, Gentian Financial & Operations, Rjfs | Gentian Financial | |
ME Michelle Elliot | Chief Operating Officer & Senior Client Service Manager | Kowalski Financial | |
VC Victoria Clements | Vice President, Sales Client Management & Chief Operating Officer, Socal & Nv | Cigna Healthcare |