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 |
|---|---|---|---|
DT Diana Triana | Assistant VP, Team Lead Private Client Services | Hub | |
SB Staci Bondura | Associate Director, Team Lead, Private Client Services | Greenspring Advisors | |
JB Jamie Brady | Private Client Service & Team Lead Executive | HSM Insurance | |
SO Shannon O'Gara | Senior Client Service Consultant, Team Lead, Private Risk | Holmes Murphy & Associates | |
TJ Tamra Johnson | Executive Team Lead ▪︎ Central Texas ▪︎ Private Client Services | Marsh & McLennan Agency | |
DA Debbie Amaral | Team Lead, Private Client Services | Purves Redmond | |
EO Elizabeth Oster | Global Senior Manager, Team Lead Client Services & Bd Private Equity & Venture Capital | GLG | |
SM Srinivas Munukutla | Senior Team Lead & Client Services Private Markets Senior Specialist | S&P Global | |
AB Annie Blevins | Executive Team Lead, Private Client & Client Service | Gallagher | |
KY Kelly Ye | Team Lead, Private Client Services | Flagstar Bank | |
LV Lisa Valentine | Team Lead, Personal Lines Manager, Private Client Services | Grosslight Insurance | |
JN Jerry Niemuth | Manager, Private Client and Premium Services and Service and Trading Team Lead, Client Retention Specialist | Fidelity |