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 |
|---|---|---|---|
VM Vincent Mayor | Association Chief Executive Officer and Vice President Client Services | Association Services Group | |
NM Natacha Myers | Chief Administrative Officer & Financial 360, Llc, , Rjfs Client Service Associate | Financial 360 | |
TL Tracy Langley | Chief Administrative Officer Reg. Client Service Associate, RJFS | Signature Wealth Strategies | |
SD Sharon Dew | Senior Client Service Associate & Office Administrator & Chief Compliance Officer | HL Ormond | |
CS Chris Schurmann | Chief Compliance Officer, Cfp & Senior Client Service Associate | Summit Investment Advisors | |
CF Carolyn Faulkenberry | Associate (Controller and Chief Financial Officer Client Services) | Your Part-Time Controller | |
MW Maranda Wellman | Controller & Client Service Associate | Wealth Advisors Group | |
UM Unesa Miguel | Senior Client Service Associate & Chief Compliance Officer | Opes Advisors | |
CC Calley Cola | Controller & Client Service Associate | Retirement Lifestyle Consultants Wealth Management | |
AM Acma Mandaliya | Client Services Associate & PE Fund Controller | Nuveen | |
PB Praveen Bharadwaj | Senior Associate - Corporate Services (Client Financial Controller) | Vistra | |
JA Jennifer Archambault | Chief Compliance Officer & Client Service Associate | Generational Wealth Management | |
TK Trevor Kidd | Associate VP, Client Services | Thomas Large & Singer | |
FC Forrester Cox | Associate VP, Client Services | AgileOne | |
SM Shameka Miller | Associate VP, Client Service & Relations | Altium Wealth Management | |
PV Patricia Van Pelt McDaniel | Associate VP, Marketing & Client Services | Hospice of Michigan | |
SK Steffan Kilmer | Associate VP, Client Services | Vee Technologies | |
JA Joe Abel | Associate VP, Rp1 Client Services | BGIS | |
AV Alison Viebrock | Associate VP, Client Services Fitness | American Specialty Health | |
CF Caryn Fairlie | Associate VP, Client Services For Workplace Practice | HGA |