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 |
|---|---|---|---|
DH Diane Hires | Associate Vice President & Wealth Management, Financial Advisor | Morgan Stanley | |
JW Jordan Weems | Assistant Vice President & Wealth Advisor & Associate | Truist Wealth | |
MT Mitchell Troester | Assistant Vice President & Wealth Advisor & Associate | First Busey | |
AM Alexander Merrill | Assistant Vice President & Ledyard Bank, Wealth, Osaic Institutions Associate Advisor | Ledyard Bank | |
WB William Bishop | Private Wealth Advisor & Managing Director, Bishop, Smith & Associates | Ameriprise Financial | |
DS Dylan Sewell | Associate Resident Director - Wealth Management Advisor, Senior Vice President | Merrill | |
JC Jenna Celano | Vice President, Wealth Advisor Associate | Neuberger Berman | |
BD Burton Daniel | Associate Vice President & Wealth Management, Financial, Hds Financial Partners Advisor | Janney | |
NB Nygel Brickey | Vice President Private Wealth Management Associate Wealth Advisor | Regions | |
HA Hyder Agha | Associate Vice President & Financial At White Knight Strategic Wealth Advisors Advisor | White Knight Strategic Wealth Advisors | |
TM Tyler Meyer | Associate Vice President & Realtor & Wealth Advisor | Shorewest Realtors | |
DA D. Alford-Cooper | Vice President, Planning & Law & Associates, Rjfs Wealth Advisor | Law & Associates | |
RY Ryan Yetman | Vice President, Wealth Advisor Associate | Neuberger Berman | |
GS Garrett Smith | Vice President Associate Wealth Advisor | Carnegie Companies | |
JE John Exler | Vice President Associate Portfolio Manager and Wealth Advisor CFP CIM | RBC Wealth Management | |
KH Kerrick Henderson | Private Wealth Advisor & Associate Vice President | Morgan Stanley | |
RF Raquel Forman | Vice President and Associate Wealth Advisor | Lifespan Financial Strategies | |
LP Leticia Perkins | First VP, Wealth Management, Financial Advisor & Financial Planning Associate | Morgan Stanley | |
HJ Henry Jongerling | Associate Vice President & Wealth Management Financial Citi Personal Advisor | Citi Personal Wealth Management | |
GS Garrett S. | Assistant Vice President & Associate & Wealth Advisor | Carnegie Private Wealth |