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 |
|---|---|---|---|
EB Ebbe Bertellotti | Vice President, Chief of Staff - Wealth Management Marketing and Client Engagent | Goldman Sachs | |
DS Daljeet Singh | Team Manager - Chief Marketing Officer Client Support | Royal Bank of Canada | |
Giselle Prego | Manager, Client Experiences, Chief Marketing Officer Program | Deloitte | |
GN Gitanjali Nistala | Managing Director, Chief Technology Officer - Asset Management Client Technology | JP Morgan | |
Brandy Randall | Chief Operating Officer & Business Development Specialist & Manager, Client Services | Socratic Better Wealth | |
LB Lianne Bradshaw | To Clients Chief of Staff & Markets National Managing Partner | KPMG US | |
TA Tahmeena Ahmed | Equity Partner, Chief Marketing Officer, Executive Managing Partner, Client Relations | Bradford & Barthel | |
AB Aaron Bertrand | Manager, Client Services & Chief Operating Officer | Bertrand CPA | |
WC Winnie Chen | Chief Marketing Officer & General Manager, Commercial Clients | Visual China Group | |
Greg Yess | Managing Director, Client Services & Chief Operating Officer | NISA | |
GC Gareth Callaway | President & Account Manager, Who Still Loves The Client Interaction | Acer | |
KH Kaitlin Huffman | Client Manager & Chief Financial Officer, Fractional | The CFO Leadership Council | |
Emily Denevi | Global Chief Financial Officer, Client Management | Edelman | |
Peter Nordenberg | Chief Operating Officer & Group Director, Private Client & Manager, Gentian Financial & Operations, Rjfs | Gentian Financial | |
ME Michelle Elliot | Chief Operating Officer & Senior Client Service Manager | Kowalski Financial | |
Yuny Teo | Chief Operating Officer, Gwm Client Pricing & Manager, Client Reporting Capability | UBS | |
PO Peter Oneill | Managing Director and Client Facing Fixed-Income Portfolio Manager, Head of Chief Information Officer Tax-Exempt Strategies | Bank of America | |
VC Victoria Clements | Vice President, Sales Client Management & Chief Operating Officer, Socal & Nv | Cigna Healthcare | |
JP Jillian Propst | Senior Client Relationship Manager & Chief Operating Officer, Team & Vice President | Rockefeller Capital Management | |
RS Riana Shah | Chief of Staff & Head of Integrated Firm Management Chief Client Officer | Morgan Stanley |