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Contact Name  | Contact Details | Job Title | Company Name |
|---|---|---|---|
VG Virginie Ganivet |  Phone Email | Manages Cividesk's Daily Operations Including Client Services and Business Strategies |  Cividesk |
 Luiz Vieira | PhoneEmail | Chief Executive Officer (Brazil) & Managing Partner, Client Service & Strategy (LATAM) |  EY |
 Steven Hafner | PhoneEmail | Managing Partner, Chief Operating Officer Private Client Services |  True Alpha Wealth Management |
Brandy Randall | PhoneEmail | Chief Operating Officer & Business Development Specialist & Manager, Client Services |  Socratic Better Wealth |
AB Aaron Bertrand | PhoneEmail | Manager, Client Services & Chief Operating Officer |  Bertrand CPA |
 Greg Yess | PhoneEmail | Managing Director, Client Services & Chief Operating Officer |  NISA |
ME Michelle Elliot | PhoneEmail | Chief Operating Officer & Senior Client Service Manager |  Kowalski Financial |
WB Wendy Barta | PhoneEmail | Managing Director, Head of Client Account Management & President, JPMorgan Distribution Services |  J.P. Morgan Asset Management |
BC Bonnie Callahan | PhoneEmail | Manager, Client Services & Chief Financial Officer |  Oak Street Real Estate Group |
JW Japhia Walker | PhoneEmail | President & Head of Client Services 360 One Wam Ltd (Erstwhile Iifl Wealth Management Ltd ) |  360 One |
Iovana Torres | PhoneEmail | Controller & Chief Financial Officer, Client Services & Manager |  Exponential Growth Consulting |
CZ Carlos Zambrano | PhoneEmail | Controller & Chief Financial Officer, Client Services & Manager | Exponential Growth Consulting |
JA Julianni Arcila | PhoneEmail | Controller & Chief Financial Officer, Client & Service Manager | Exponential Growth Consulting |
ME Mary Elam | PhoneEmail | Chief Operating Officer & Manager, Client Services |  EFinancial Advisors |
Jennifer Etter | PhoneEmail | Chief Marketing Officer, Client Services At Center Wealth Management |  Centre Wealth Management |
CT Christina Thomas | PhoneEmail | Chief Administrative Officer & Senior Client Service Manager |  Parisi Gray Wealth Management |
PE Patrick Egan | PhoneEmail | Chief Operating Officer & Client Service Manager |  PEN Consultants |
MB Michael Berdan | PhoneEmail | Manager, Client Services & Chief Information Officer, Office of |  The University of British Columbia |
BS Betsy Simons | PhoneEmail | Executive Vice President & Managing Director, Client Services |  The Ricciardi Group |
KW Kaitlyn Washburn | PhoneEmail | Controller & Senior Manager, Private Client Services |  Zhang Financial |