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 |
|---|---|---|---|
AO Arnel Ortega | Senior Chief Executive Officer, Fractional Law Firm Management & Marketing Advisor | How to Manage a Small Law Firm | |
KS Kathy Steinbrecher | Chief Executive Officer & Wealth Management Advisor | Omega Investment Management | |
SM Susan McCormick | Chief Executive Officer & Founder & Wealth Management Advisor | Fingerlakes Wealth Management | |
Mark Newbould | Wealth Management Advisor & Chief Executive Officer | Newbould Wealth Management | |
JB John Bossche | Wealth Management Advisor | Vande Bossche Financial Planning and Wealth Management | |
TL Terri Larson | Chief Executive Officer, Fractional Management & Advisor | How to Manage a Small Law Firm | |
Lee Gordon | Senior Managing Director and Chief Executive Officer Mesirow Wealth Advisors | Mesirow Financial | |
Tuck Rickards | Managing Director - Board and Chief Executive Officer and AI and Digital Transformation Leadership Advisor | Russell Reynolds | |
Paul Thompson | President, Portfolio Manager & Client Advisor | Ascension Capital | |
JP Julie Prince | Founder & Chief Executive Officer & Wealth Management, Prince Financial Services Advisor | Prince Financial Services | |
Matthew Aiken | Chief Executive Officer & Wealth Management Advisor | Tonka Health Care | |
DR Dev Raman | Group Chief Executive Officer, Managing At Lastaki Advisors Pvt Ltd & Partner & Group Triton Investment Partner | Lastaki Advisors Pvt | |
JR James Rachels | Chief Executive Officer, Capital Wealth Management & Llc Registered Representative & Investment Advisor & Representative | Cetera Advisor Networks | |
Mary Allvine | Founder & Managing Director & Chief Executive Officer & Wealth Advisor | Doyenne Wealth Advisors | |
MR Matt Reiner | Managing of Capital Investment Advisors Partner & Wela Strategies Chief Executive Officer & Co-Founder | Bridging the Gap Podcast | |
CS Christopher Silipigno | Managing Director, Chief Executive Officer and Financial Advisor | Renaissance Investment Group | |
CA Christian Ahumada | Managing Director and Chief Executive Officer AGF Vision Advisors | Vision Global Investments | |
CG Chad Gordon | Chief Executive Officer, Greenstar Advisors Strategic Advisory Investment Management | Afthonia Lab | |
FS Frank Suryan | Group Chief Executive Officer, Lyon Capital Ventures, Lyon Management & Lyon Realty Advisors | Bainbridge DXS | |
Terrence Putney | Chief Executive Officer & Managing Director, Transition Advisors Llc, -Whitman Transition Advisors Llc | Transition Advisors |