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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 Lindsay Krattenmaker | PhoneEmail | Client Experience & Brokerage Products Managing Director, Retail |  Charles Schwab |
LW Lori White | PhoneEmail | Vice President, Client Experience & Program Manager, Quality System, Regulatory Affairs |  Vista LifeSciences |
RK Runa Kargupta | PhoneEmail | Senior VP, Client Experience & Manager |  Banc of California |
NF Niamh Fitzgerald | PhoneEmail | Global Managing Director, Head of Client Experience |  Principal Asset Management |
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 |
LV Lauren Vickrey | PhoneEmail | Senior Vice President, Sales and Client Experience Manager |  PNC |
LP Laura Pennington | PhoneEmail | Assistant Vice President & Client Experience Service Manager |  Envestnet |
JA Jade Aase | PhoneEmail | Managing Director, Client Experience |  EisnerAmper |
LL Lauren Locke | PhoneEmail | Client Employee Experience & Managing Director Head of Commercial Banking |  Wells Fargo |
EJ Erin Johnston | PhoneEmail | Manager, Client Experience & Vice President |  Chesapeake Bank |
KR Kate Redden | PhoneEmail | Vice President, Client Experience & Wealth Partner & Manager |  Merit Financial Advisors |
VL Vincent Levin | PhoneEmail | Managing Director, Client Strategy & Experience |  NJI Media |
KL Katherine Livingood | PhoneEmail | Experience Vice President, Client Management |  Teladoc Health |