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 |
|---|---|---|---|
JP Julie Prince | Founder & Chief Executive Officer & Wealth Management, Prince Financial Services Advisor | Prince Financial Services | |
DB Denise Bell | Senior Advisor & Chief People Officer, People Strategy Services Operations Management, Office of (Ps & S) | The PCORI | |
John Paolella | Chief Information Officer, Outsourced & Manager, Family Office Services Trusted & Advisor | Eaton Vance WaterOak Advisors | |
AC Alyssa Cotillo | Manager. Chief Financial Officer Advisory Services. Grant Thornton Advisors LLC | Grant Thornton | |
JM Jonathan Mendieta | Chief People Officer & Manager, Pdi & Internal Service Advisor & Service Dispatcher | Ray Catena MINI of Westchester | |
JK Jason Kindt | Manager, Service & Advisor & Dispatcher & Controller | Marin Luxury Cars | |
AH Angela Holland | Manager, Cco, Ceros Financial Services, Inc Compliance, Advisors Preferred | Ceros | |
RB Raegan Bolden | Service Customer Relations Advisor & Manager, Internal Inventory & Controller | Jenkins Auto Group | |
JR Jennifer Ritorto | Managing Director, Financial Advisor At Truist Investment Services, Inc., Truist Wealth | Truist | |
CD Caroline Deck | Senior Account Manager & Vice President & Professional & Services Advisor | Phillips Auctioneers | |
NT Nikolee Turner | Managing Director, Business Consulting, Advisor Services | Charles Schwab | |
JB John Borth | Managing Director, Financial Advisor, Truist Investment Services, Inc. | Truist Wealth | |
AF Alex Fontana | Senior Managing Director, Financial Advisor, Truist Investment Services, Inc. | Truist Wealth | |
KM Kelly McDonough | Vice President, Trust Manager, Advisor Trust Services | BOK Financial | |
JB Jeff Blumenthal | Managing Director, Advisor Services Business Development | Charles Schwab | |
CS Charles Steege | Financial Advisor & Managing Director & Member Owner & Services Center of Excellence Executive | Savant Wealth Management | |
KK Katerina Kindyni | Managing Director, Senior Frontier Industry Advisor - Financial Services | Microsoft | |
AM Antonio Monk | Senior VP, Portfolio Management & Director & Financial Services Executive & Wealth Advisor | Morgan Stanley | |
EF Evan Fishman | Managing Director, Financial Advisor At Truist Investment Services, Inc. | Truist | |
SB Ski Bender | Managing Director, Financial Advisor, Truist Investment Services, Inc., Truist Wealth | Truist Wealth |