Contacts
Likely to Engage Contact 
Contact Name And Email
Current Role
Contact Info
Companies
Company Name/URL/Ticker
Industry
Employee Count
Revenue
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Location
Contact Name | Contact Details | Job Title | Company Name |
|---|---|---|---|
SS Sarah Stolz | Senior Cuneo Team Client Operations Associate & Associate Vice President | Rockefeller Capital Management | |
MR Marisol Reyes | Senior Client Operation Associate & Associate Vice President | Rockefeller Capital Management | |
GH Guang Huang | Senior Associate Director, Client Operation, Fund Administration | MUFG Investor Services | |
RL Robert Luna | Senior Associate Director, Client Operations, Fund Administration | MUFG Investor Services | |
MC Merrie Chew | Senior Associate Director, Client Operations, Fund Administration | MUFG Investor Services | |
CH Carla Henley | Senior Head of Operations, Client Associate | Jackson Hill & Fish Private Wealth Advisors | |
CM Christina Minske | Manager, Branch Office Operations & Senior Registered Client Associate | D.A. Davidson Companies | |
AM Adrian Maykut | Senior Registered Client Associate, Branch Operations Manager | D.A. Davidson Companies | |
BB Bonnie Boyd | Senior Registered Client Service Associate & Manager, Operations & Partner | Dominion Partners | |
JB Jennifer Bauder | Manager, Operations & Senior Client Service Associate | Great Lakes Wealth | |
GG Gregory Gama | Client Operations Senior Associate & Manager | Hanhan Commercial Group | |
MS Mackenzie Sherrard | Senior Operations Client Service Associate & Manager, Marketing | Atlantic Wealth Management | |
DS Dawn Salerno | Senior Operations Administrative Manager & Registered Client Associate | Lighthouse Wealth Management | |
KB Kari Beyer | Senior Registered Financial Client Associate & Manager, Operations | Morgan Wealth Management | |
PG Petra Gielissen | Client Onboarding Operations Team Lead Senior Associate | BNY | |
MR Manisha Rajpal | Client Operations Senior Associate | TalentNeuron | |
KS Kidung Sekaringtias | Senior Client Success Operations Associate (APAC) | INFUSE | |
RA Rohan Ahluwalia | Client Operations Senior Associate | Momentum Worldwide | |
RG Ryker Geary | Global of Equity Synthetics Client Operations, Banking & Markets Senior Associate | Goldman Sachs | |
VV Virgilio Vargas | Senior Associate (Client Service Operations) | D&V Philippines |