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 |
|---|---|---|---|
SM Sandeep Maira | Founder & Chief Technology Officer & Senior Advisor | RavenRiskAI | |
SH Sandra Hall | Senior Financial Advisor & Chief Compliance Officer & Founder | Osaic | |
JG Jeffrey Gerson | Co-Founder & Senior Advisor & Chief Compliance Officer | Granite Bridge Partners | |
WS William Steel | Senior Executive Vice President and Personal Advisor To Company Founder | TransMedia Group | |
RG Robert Gilliland | Founder & Managing Director & Senior Wealth Advisor | Concenture Wealth | |
KH Kallan Hinkle | 2x Founder. Advisor. Marketing Senior Vice President | Apaly Health | |
KA Kumaran Anandan | Co-Founder & Senior VP & Principal & Advisor | Tiny Magiq | |
PM Patricia Monat | Founder & Senior VP & Investment Advisor & Osaic Wealth Representative | Monat Wealth Management | |
MY Mahammad Yusuf | Founder & Advisor & Senior VP & Council Member | Foundation of Chartered Taxation of Bangladesh | |
TP Tracey Pearson | Senior VP, Financial & Advisor & Group Founder, Hyperion Wealth | RBC Wealth Management | |
CN Carmen Nevarez | Founder & Dialogue4health Senior Advisor & Senior VP, Phi Center For Health Leadership Impact Emeritus, External Relations & Preventive Medicine, Public Health Institute | Dialogue4Health | |
RM Ryan Melby | Founder & Group Senior VP, Lead, The Melby At Merrill Lynch Wealth Management & Advisor | Wisconsin Adaptive Sports Association | |
RT Rebecca Taub | Founder & Senior Director, Scientific & Medical Advisor | Madrigal Pharmaceuticals | |
SC Stuart Carlitz | Founder & Director, Licensing & Senior Advisor | Bedding Industries of America | |
MH Martin Herbst | Senior Financial Advisor & Founder & Director | Herbst & Associates | |
SB Sofia Binioris | Co-Founder I Executive Director, Brand Communications and Strategy I Senior Advisor To the Dean | Yeshiva University | |
DG Debashish Ghosh | Co-Founder & Strategic Advisor & Senior Director, Software Development | The12VDashboard | |
SR Shauna Rose | Founder & Director & Senior Financial Advisor | Guided Wealth Management | |
CW Campbell Walker | Senior Investment Advisor & Founder & Director & Branch Manager, Morgans Southbank | Morgans | |
DH Daniel Herft | Founder & Director & Senior Advisor | Care Shaped Financial Planning |