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 |
|---|---|---|---|
BK Brook Karen | Senior Advisor & Financial Services Chief of Staff | Microsoft | |
DH Doug Hoffman | Senior Cpa, Business Associate & Advisor & Chief Financial Officer, Services | Urban Accounting | |
Angela Sigurdson | President, Cha Shared Services & Financial Advisors | Colorado Hospital Association | |
DT David Tenczar | Finance Executive & Chief Financial Officer, Services & Advisor | Warbird Consulting Partners | |
KP Kim Powell | Chief Financial Officer, Ceros Financial Services, Inc Advisors Preferred | Ceros | |
AC Alyssa Cotillo | Manager. Chief Financial Officer Advisory Services. Grant Thornton Advisors LLC | Grant Thornton | |
CH Curtis Hawks | Financial Services Marketing For Financial Advisors President & Founder | Legacy Financial Partners | |
AT Antonietta Testa | Chief of Staff & To The Executive Advisor & Vice President, Corporate Services & Chief Financial Officer | Conseil national de recherches Canada | |
Sofia Del Mazo | Leadership Financial Services Advisor & Chief Financial Officer, LATAM Practice At Russell Reynolds Associates | Russell Reynolds | |
KS Kirsten Sage | National Contracting Services Senior Advisor & Chief Financial Officer, Directorate | Parks Canada | |
SL Sherry Laws | Senior Advisor To the Associate Chief Financial Officer for Shared Services | U.S. Department of Agriculture | |
MD Marian DeMarco | AP Investment Advisors & AP Financial Services Controller | AssuredPartners Investment Advisors | |
AH Angela Holland | Manager, Cco, Ceros Financial Services, Inc Compliance, Advisors Preferred | Ceros | |
VS Vik Shah | Vice President, Financial Advisor, Truist Investment Services, Inc. Truist Wealth | Truist Wealth | |
MT Maria Tychi-Kefalas | Financial Advisor & Vice President, Santander Investment Services | Santander Bank | |
MA Mark Appleby | Managing Director, Financial Advisor At Truist Investment Services, Inc. Truist Wealth | Truist Wealth | |
NR Nathan Rego | Vice President, Baycoast Financial Services & Osaic Institutions Financial Advisor | Osaic | |
BH Boomer Holland | Vice President, Financial Advisor. Truist Investment Services, Inc. | Truist Wealth | |
JH Jeffrey Hall | Financial Advisor & Managing Director, Corporate Services | Winslow Evans & Crocker | |
DW Derick Walters | Vice President, Financial Advisor, Truist Investment Services, Inc., Truist Wealth | Truist |