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 |
|---|---|---|---|
VG Virginie Ganivet | Manages Cividesk's Daily Operations Including Client Services and Business Strategies | Cividesk | |
ME Michelle Elliot | Chief Operating Officer & Senior Client Service Manager | Kowalski Financial | |
Iovana Torres | Controller & Chief Financial Officer, Client Services & Manager | Exponential Growth Consulting | |
Steven Hafner | Managing Partner, Chief Operating Officer Private Client Services | True Alpha Wealth Management | |
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 | |
ME Mary Elam | Chief Operating Officer & Manager, Client Services | EFinancial Advisors | |
Jennifer Etter | Chief Marketing Officer, Client Services At Center Wealth Management | Centre Wealth Management | |
PE Patrick Egan | Chief Operating Officer & Client Service Manager | PEN Consultants | |
KW Kaitlyn Washburn | Controller & Senior Manager, Private Client Services | Zhang Financial | |
LD Lia Diamantis | Manager, Accounting & Client Advisory Services Controller | LUTZ | |
KK Kelly Klear | Executive VP, Client Service, Account Management | Digitas Health | |
SP Sameer Pandit | Global Chief Compliance Officer, Md Treasury Services, Client Management & Credit Services | BNY | |
CP Camille Pucillo | Executive Vice President & Manager, Client Services & Operations | Alliant | |
AS Anthony Spitale | Controller & Manager, Client Accounting Services | Lumen CPA | |
SH Scott Hoff | Executive Vice President & Managing Director, Client Services | Carollo Engineers | |
AO Amy Ozuna | Manager, Client Services & Controller | Sierra Management Group | |
SR Susan Rockhold | Chief Compliance Officer & Amp Manager, Client Services | Paramount Recovery Systems | |
MK Michael Krause | Executive VP, Client Services & Relationship Management | Computershare |