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 |
|---|---|---|---|
BS Betsy Simons | Executive Vice President & Managing Director, Client Services | The Ricciardi Group | |
KW Kaitlyn Washburn | Controller & Senior Manager, Private Client Services | Zhang Financial | |
AS Alyson Shaw | Manager, Client Services | Alliance Private Wealth | |
CP Camille Pucillo | Executive Vice President & Manager, Client Services & Operations | Alliant | |
PA Priyanka Alawekar | Client Services Manager, Finance & Controller | Nexdigm Private | |
LD Lia Diamantis | Manager, Accounting & Client Advisory Services Controller | LUTZ | |
CH Chantal Heckman | Client Service Chief Compliance Officer & Managing Director | Dolan McEniry Capital Management | |
SP Sameer Pandit | Global Chief Compliance Officer, Md Treasury Services, Client Management & Credit Services | BNY | |
SH Sue Hudak | Manager, Client Services & Rjfs, Hfs Controller | Hudak Financial Strategies | |
AS Anthony Spitale | Controller & Manager, Client Accounting Services | Lumen CPA | |
SH Scott Hoff | Executive Vice President & Managing Director, Client Services | Carollo Engineers | |
AO Amy Ozuna | Manager, Client Services & Controller | Sierra Management Group | |
LH Laura Hope | Co-Founder & Director, Publishing Services & Client Management | SG Publishing | |
SR Susan Rockhold | Chief Compliance Officer & Amp Manager, Client Services | Paramount Recovery Systems | |
JS Julianne Smith | Chief Compliance Officer, Client & IT Service Manager & Liaison | Secure Planning | |
MK Michael Krause | Executive VP, Client Services & Relationship Management | Computershare | |
AP Adam Poe | Managing Director, Client Services | Hijinx | |
DL David London | Manager, Client Services & Associate Vice President | Carollo Engineers | |
NH Nicole Hanneman | Assistant Vice President & Manager, Client Service | Bernstein | |
CB Chris Bissenden | Vice President, Client Service & Manager, Chemical Operations | FM |