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 |
|---|---|---|---|
SD Sharon Dew | Senior Client Service Associate & Office Administrator & Chief Compliance Officer | HL Ormond | |
CS Chris Schurmann | Chief Compliance Officer, Cfp & Senior Client Service Associate | Summit Investment Advisors | |
UM Unesa Miguel | Senior Client Service Associate & Chief Compliance Officer | Opes Advisors | |
PB Praveen Bharadwaj | Senior Associate - Corporate Services (Client Financial Controller) | Vistra | |
MP Martha Prestin | Senior Registered Client Service Associate | Morgan Stanley | |
SW Stacey-Ann Wint | Vice President, Senior Client Service Associate | JP Morgan | |
JE Julie Eggert | Assistant Vice President & Senior Client Service Associate | OpenArc | |
EM Elijah Mahinay | Assistant Vice President & Client Service Senior Associate | JPMorgan Chase | |
JW James Wiley-Frohmader | Vice President & Senior Registered Client Service Associate | Morgan Stanley | |
SW Stephen Winchell | Senior Client Service Associate & Vice President | JPMorgan Chase | |
DT Damon Thomas | Vice President - Senior Client Service Associate | JPMorgan Chase | |
RM Ryan Mariano | Vice President - Senior Client Service Associate | JPMorgan Chase | |
KK Kathleen Kwiatkowski | Senior Client Service Associate & Vice President | JPMorgan Chase | |
WR Winola Roy | Associate Vice President & Branch Service Manager & Senior Registered Client Associate | Royal Bank of Canada | |
EM Elizabeth Matthews | Senior Assistant Vice President, Marketing and Client Service Associate | Acadian Asset Management | |
LB Laura Brier | Senior Client Services Associate & Vice President | Cary Street Partners | |
CS Courtney Schoenle | Senior Wealth Client Service Associate & Assistant Vice President | Wilmington Trust | |
RC Rhonda Cardone | Senior Associate, Director of Marketing and Client Services, NY | Dewberry | |
GH Gabriella Hall | Senior Business Management Associate To, Experience & Development Head of Client Service | JP Morgan | |
CH Charlie Hammons | Senior Associate Director, Client Services | Emory University |