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 |
|---|---|---|---|
Steven Hafner | Managing Partner, Chief Operating Officer Private Client Services | True Alpha Wealth Management | |
Peter Nordenberg | Chief Operating Officer & Group Director, Private Client & Manager, Gentian Financial & Operations, Rjfs | Gentian Financial | |
Crystal Schlegl | Managing Director, Chief Administrative Officer - Private Client Group - Stifel | Stifel | |
AP Alice Pil | Chief Operating Officer & Private Sales Client Manager | Lusso | |
KW Kaitlyn Washburn | Controller & Senior Manager, Private Client Services | Zhang Financial | |
DM Danny McGeorge | Executive VP, Private Wealth Management Client Experience | UMB Financial | |
AP Aditya Pradana | Vice President, Treasures Private Client Relationship Manager | DBS | |
DP David Puka | Vice President, Private Wealth Client & Relationship Manager | Merrill | |
RS Roni Spizzo | Vice President, Private Client Advisor Manager, Private Client Services | Marsh & McLennan Agency | |
LV Lauren Valavicius | Associate Managing Director, Private Client | First Commercial Bank | |
BS Bridgette Sanders | Vice President, Private Client Branch Manager | JPMorgan Chase | |
JR Jennifer Reynolds | Assistant Vice President & Private Banking Client Service Manager | Cogent Bank | |
GH Gene Harvey | Senior Vice President, Private Client Relationship Manager | Amerant Bank | |
SS Stacy Skeete | Vice President - Private Client Manager | Bank of America | |
BG Brian Glancy | Vice President, Private Client Branch Manager | JPMorgan Chase | |
JJ John Jarka | Senior Vice President, Private Client Manager | Bank of America | |
AH Anna Hendrix | Managing Director Private Client Group | SCS Financial | |
EB Echo Bi | Private Banker, Senior Client Partner, Managing Director | DBS | |
HC Heather Croke | Managing Director, Private Wealth & Client Experience | Ryan Financial Group | |
ST Skye Taber | Managing Director. Client Advisor. Private Bank Services. Private Wealth Management. Financial | JP Morgan |