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 |
|---|---|---|---|
SB Steve Burak | Senior Chief People Officer, Client & Advisor | BMW of Springfield | |
RM Robert McKenzie | Senior Client Advisor and Chief Compliance Officer | Boston Research & Management | |
JW Joe Wallace | Senior Client Advisor and Chief Compliance Officer | Wallace Advisory Group | |
JP Jake Piotraczk | Senior Vice President, Private Client Advisor | Bank of America | |
MT Michael Townsend | Senior VP & Senior Client Advisor | Bessemer Trust | |
CC Christopher Connor | Partner, Senior Vice President Client Advisor York Region | Acrisure | |
KO Kenneth Otstot | Private Client Advisor, Senior Vice President | Bank of America | |
ML Meredith Little | Senior Vice President. Senior Client Advisor | Marsh | |
MQ Margaret Quinones | Private Client Advisor, Senior Vice President | Bank of America | |
KG Kelly Gegerson | Senior Vice President- Private Client Advisor | Bank of America | |
ZP Zachary Powell | Senior Vice President, Senior Client Advisor | Bessemer Trust | |
KS Kerry Swenson | Senior Vice President, Senior Client Advisor - US Real Estate and Hospitality Casualty | Marsh | |
WW Wesley Weise | Senior Vice President, Private Client Advisor | Bank of America | |
PT Paola Tomassini | Private Client Advisor, Senior Vice President | Bank of America | |
AC Adela Canaj | Senior Vice President, Private Client Advisor | Bank of America | |
MK Mary Kelley | Senior Vice President, Senior Client Advisor | Lockton | |
JH Jennifer Hunziker | Vice President, Senior Advisor In Private Client Group, Wealth Management Organization | T. Rowe Price | |
JB James Byrne | Senior Vice President, Senior Client Advisor | Wilmington Trust | |
JL Jason LaPoint | Senior Vice President, Client Advisor | Pinnacle Financial Partners | |
RP Radhames Pineda | Senior Vice President - Private Client Advisor | JP Morgan |