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 |
|---|---|---|---|
MC Margot Cerutti | Chief Operations Officer & Wealth Management Associate & Advisor | Northwestern Mutual | |
AM Alma Maric | Chief Administrative Officer & Co-Founder & Associate & Wealth Advisor | Fairvoy Private Wealth | |
JK John Kozely | Chief Financial Officer & Director, Investments & Wealth Management Associate & Advisor | Northwestern Mutual | |
GK Glenn Kirst | Chief Operating Officer & Wealth Management Associate & Advisor | Northwestern Mutual | |
RB Ramzi Baklouti | Vice President, Operations Research & Law & Associates, Rjfs Wealth Advisor | Law & Associates | |
PC Paul Capodanno | Associate Vice President & Group Private With The Capitol Wealth Management Wealth Advisor | Morgan Stanley | |
MG Michael Geisen | Associate Vice President & Wealth Management, Financial Advisor | Janney | |
AR Ann Rattin | Vice President, Associate Relationship Advisor, Wealth Management | Northern Trust | |
SB Scott Brockman | Associate Vice President & Wealth Advisor | Farther | |
RC Rafael Castillo | Vice President, Associate Wealth Advisor | Bessemer Trust | |
BG Benjamin Green | Vice President, Wealth Advisor Associate | Neuberger Berman | |
MT Meredith Taylor | Vice President - Wealth Advisor Associate | Neuberger Berman | |
AM Arthur Miho | Associate Resident Director - Wealth Management Advisor, Senior Vice President | Merrill | |
MT Mayumi Tamaki | Financial Advisor & Associate VP, Anchor Wealth Advisors | Ameriprise Financial | |
SB Sean Baylis | Vice President, Associate Portfolio Manager and Wealth Advisor | RBC Wealth Management | |
RC Richard Clough | Associate Resident Director - Wealth Management Advisor, Vice President | Merrill | |
ZM Zachary Mitrano | Senior Wealth Advisor & Associate & Vice President | Wilmington Trust | |
HH Heather Hardee | Associate VP & Financial Advisor, Wealth Management | Royal Bank of Canada | |
KS Kelly Shannon | Vice President, Associate Portfolio Manager and Wealth Advisor | RBC Wealth Management | |
VC Vincent Cepa | Vice President Associate Wealth Advisor | BNY |