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 |
|---|---|---|---|
VM Vincent Mayor | Association Chief Executive Officer and Vice President Client Services | Association Services Group | |
CF Carolyn Faulkenberry | Associate (Controller and Chief Financial Officer Client Services) | Your Part-Time Controller | |
NM Natacha Myers | Chief Administrative Officer & Financial 360, Llc, , Rjfs Client Service Associate | Financial 360 | |
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 | |
JA Jennifer Archambault | Chief Compliance Officer & Client Service Associate | Generational Wealth Management | |
MC Mallory Chiappetta | Associate VP, Media, Client Services & Integrated Marketing | Blavity | |
RK Rachel Kain | Associate Vice President & Client Service Employee Benefits Shareholder | Holmes Murphy & Associates | |
RB Raghu Bhat | Associate Vice President & Group Director, Client Services | Infosys | |
SS Sandeep Seshadri | Associate VP, Client Services | Infosys | |
MG Mollie Gray | Associate VP, Client Service Microsoft | BDS Connected Solutions | |
MG Melissa Gerdes-Leonard | Associate VP, Human Resources Client Services | University of Southern California | |
MV Megan Viola | Associate VP, Client Services Vaco Resources | Vaco | |
AA Amir Arzoodar | Associate VP, Client Development, Private Client Services (US) | Fisher Investments | |
AA Ashish Agrawal | Associate VP, Client Services (Energy) | Infosys | |
SB Sarah Breitenberg | Associate VP, Client Services | Snow Companies |