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 |
|---|---|---|---|
YC Yingfei Crystal | Vice President, Private Client Adviser | JPMorgan Chase | |
IW Ian Wright | Director and Private Client Adviser | WrightAdams Advisory | |
JM Jake Mounsey | Director and Private Client Adviser | Bridgewood Private Wealth | |
EL Erin Lynes | Director and Private Client Adviser | Northhaven Private Wealth | |
BW Benjamin Williamson | Director - Private Client Adviser | Morgans | |
JS Judy Schmidt | Director and Private Client Adviser | Arrow Private Wealth | |
AG Andrew Groat | Private Client Adviser and Director | GV Private Wealth | |
NV Nemanja Vico | Private Client Adviser and Director | GV Private Wealth | |
GD Gary Dean | Associate Director, Private Client Adviser | Prosperity Advisers | |
JP John Palmer | Director - Senior Private Client Adviser | Morgans | |
AD Andrew Donaldson | Director and Private Client Adviser | Charlwoods | |
SH Stuart Howes | Private Client Adviser and Director | Intelligent Advice Financial Planning | |
LR Luke Roberts | Director and Private Client Adviser | Unica Wealth | |
TA Thivanka Abey | Adviser. Associate Director - Strategic Financial Planning and Wealth Advice for Private Clients | JBWere | |
RS Rodica Simos | Director and Private Client Adviser | DMA Financial Strategists | |
NM Nicholas McKay | Director and Private Client Adviser | Bridgewood Private Wealth | |
DT Damon Tune | Private Client Adviser and Branch Manager of Milton, Springfield-Ipswich and Townsville | Morgans | |
DG David Greenfield | Private Client Adviser and Portfolio Manager | Joseph Palmer & Sons | |
AD Alex Demens | Principal, Associate Adviser - Private Clients and Foundations | Leith Wheeler Investment Counsel | |
JA Justin Allerton | Principal and Private Client Adviser | Allerton Private Wealth |