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 |
|---|---|---|---|
Brandy Randall | Chief Operating Officer & Business Development Specialist & Manager, Client Services | Socratic Better Wealth | |
AJ Alaina Jarrett | Chief Operating Officer & Client Services Specialist | Strategic Wealth Alliance Group | |
MD Meredith DeGuenther | Chief Information Security Officer & Senior At Blue Edge Capital, Llc Client Service Specialist | Blue Edge Capital | |
SN Soula Nikolatos- Patrikakis | Assistant Vice President & Client Service Specialist | M C Bank and Trust | |
PD Patricia Dunn | Vice President and Senior Client Service Specialist | WTW | |
JA Jeremy Aragon | Senior Licensed Client Service Specialist & Assistant Vice President | Wells Fargo | |
LR Luis Rueda | Vice President, Senior Business Support Specialist, Client Operational Services - Risk Initiatives and Strategy | Bank of America | |
TH Tameika Hills | Client Services Specialist & Assistant Vice President | Deutsche Bank | |
AE Antionette Evans | Client Services Specialist & Vice President | BNY | |
ZH Zach Hesse | Manager, Client Service Delivery & Vice President & Associate Specialist | Northern Trust | |
RP Raysha Picerno | Vice President, Senior Client Service Specialist and Client Service Team Leader | WTW | |
KB Keri Bleiler | Assistant Vice President & Senior Client Services Specialist | Clarendon Private | |
CS Cindy Schuman | Assistant Vice President & Senior Client Service Specialist | WTW | |
JS Jerilyn Stokem | Assistant Vice President & Senior Health Care Practice Client Services Specialist | Willis Of New Jersey | |
SM Stephanie Martinez | Senior Private Client Services Marketing Specialist & Assistant VP, Private Client | Brown & Brown | |
RA Ryan Austin | Client Service Specialist & Assistant Vice President | Wells Fargo Advisors | |
AS Alicia Smith | Assistant Vice President & Client Service, Alternative Investments Stifel Client Service Specialist | Stifel | |
SN Soula Nikolatos | Assistant Vice President & Client Service Specialist | M C Bank and Trust | |
CL Colleen Lepore | Assistant Vice President & Fiduciary Trust Specialist & Officer & Trust Client & Services Advisor | Wells Fargo | |
ET Erinne Tripp | Vice President, Client Services & Talent Optimization Specialist | MCG Partners |