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 |
|---|---|---|---|
MO Mickey O'Mara | Chief Operating Officer, Registered Support Staff, Paraplanner, Notary Public | The Leist Group | |
Courtney Montecino | Chief Marketing Officer, Paraplanner | Frontier Wealth Strategies | |
KJ Kristin Johnson | Paraplanner and Controller | Chicago Oakbrook Financial Group | |
PB Patricia Buchholtz | Chief Compliance Officer, Paraplanner & Partner | Eclectic Associates | |
CJ Calli Jochum | Chief Compliance Officer, Paraplanner | The Personal Wealth Coach | |
NA Nicole Andridge | Senior Chief Compliance Officer, Paraplanner | Smart Money Financial Advisors | |
BR Bree-Anna Reed | Managing Director and Senior Paraplanner | Reed Paraplanning | |
JM Jenni Moser | Firm Data Security, Financial Paraplanner Director, Client Relations | IFG Advisors | |
TP Timothy Pitman | Director of Advisors and Paraplanner | Cornerstone Wealth Management | |
SE Sam Etheridge | Director and Paraplanner | Future Paraplanning | |
NK Natasa Karapandzic | Director and Senior Paraplanner | Advice | |
NH Nathan Horvath | Director and Senior Paraplanner | Quantum Paraplanning | |
TN Tiana Nguyen | Director and Senior Paraplanner | DeeTwo Consulting | |
JF Jacob Florence | Director, Client Services & Paraplanner | Lane Florence | |
TO Taylor Orlando | Director, Operations & Paraplanner | Integrated Financial Partners | |
AD Andrew Doughty | Director, Paraplanner of Research | Advisory Resource Group | |
LD Lauren Diver | Director, Protection Planning & Paraplanner | Alliance Private Wealth | |
GK Greg King | Paraplanner Head of Compliance | Essential Financial Advice | |
FP Fernando Pureza | Head De Paraplanners | SuperRico - Projetos de Vida | |
AL Andrew Leafe | Head of Paraplanning and Senior Paraplanner | BMP Wealth |