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 |
|---|---|---|---|
KM Kaitlyn Massey | Manager, Wealth and Paraplanner Associate | Consolidated Financial Management | |
PK Peggy Knodel | Associate Wealth Advisor and Registered Paraplanner | Albion Financial Group | |
DD Devon Duffy | Wealth & Paraplanner Associate | TrueNorth Wealth | |
CL Carter Larsen | Wealth & Lead Paraplanner Associate | TrueNorth Wealth | |
ZW Zac Whitlock | Paraplanner & Wealth Associate | TrueNorth Wealth | |
JW Jacob Watkins | Paraplanner & Wealth Associate | TrueNorth Wealth | |
TR Thomas Reed | Wealth & Co Lead Paraplanner Associate | Idaho Medical Association Financial Services | |
JE James Eun | Paraplanner & Wealth Associate Advisor | National Australia Bank | |
MS Morgan Singer | Paraplanner Wealth Management Associate | KCA Wealth Management | |
KL Kristin Laxton | Paraplanner, Walker and Associates, A Private Wealth Advisory Practice | Ameriprise Financial |