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 |
|---|---|---|---|
VG Virginie Ganivet | Manages Cividesk's Daily Operations Including Client Services and Business Strategies | Cividesk | |
AB Aaron Bertrand | Manager, Client Services & Chief Operating Officer | Bertrand CPA | |
Gregory Yess | Managing Director, Client Services & Chief Operating Officer | NISA | |
Steven Hafner | Managing Partner, Chief Operating Officer Private Client Services | True Alpha Wealth Management | |
Brandy Randall | Chief Operating Officer & Business Development Specialist & Manager, Client Services | Socratic Better Wealth | |
ME Mary Elam | Chief Operating Officer & Manager, Client Services | EFinancial Advisors | |
PE Patrick Egan | Chief Operating Officer & Client Service Manager | PEN Consultants | |
CP Camille Pucillo | Executive Vice President & Manager, Client Services & Operations | Alliant | |
AS Alexis Summit | Managing Director, Operations Adoption Head of Client Service | Kroll |