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Contact Numbers and Email Addresses of B2B Business Professionals
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Contact Name  | Contact Details | Job Title | Company Name |
|---|---|---|---|
Qunnie Lin |  Phone Email | Founder & Chief Executive Officer, Lin Wealth Management & Wealth Management Advisor & Principal |  Northwestern Mutual |
CF Craig Faassen | PhoneEmail | Principal and President, Wealth Management, CFP!AE |  Thomas Financial Services |
 Josh Procaccini | PhoneEmail | Manager, Wealth & Principal & Chief Operating Officer |  Trove Private Wealth |
RT Richard Tomney | PhoneEmail | Solutions President, Wealth Management & Lha Managing Principal |  Little Harbor Advisors |
RD Robert Doran | PhoneEmail | President, Infinity Wealth Management & Financial Advisor & Registered Principal |  Infinity Wealth Management |
WJ William Jones | PhoneEmail | Managing Director and Principal Adviser At SLC Wealth Management Pty. Ltd. |  SLC Wealth Management |
MG Marisela Gonzalez | PhoneEmail | Supervisory Principal, Vice President, Citi Personal Wealth Management |  Citi |
KA Kyler Armando | PhoneEmail | Sales Vice President, Principal & Wealth Management Specialist (Americas) |  FactSet |
MH Michael Haber | PhoneEmail | Managing Director, Colony Wealth Management & Principal & Senior Financial Counselor |  Focus Partners |
BM Benjamin Moscowicz | PhoneEmail | Managing Director. Principal At Bernstein Private Wealth Management |  Bernstein |
MK Michele Kneale | PhoneEmail | Senior VP, Wealth Management Risk Operations & Principal |  BNY |
BE Betsy Ellsworth | PhoneEmail | Sales Vice President, Principal & Wealth Management Specialist (Americas) | FactSet |
JH James Heaton | PhoneEmail | Principal and Senior Vice President, Trinitas Wealth Management |  Trinitas Wealth Management |
TG Timothy Gehner | PhoneEmail | Senior Managing Director, Wealth Management Services & Principal |  Johnson Investment Counsel |
ML Michael Lewis | PhoneEmail | Principal, Managing Director of Wealth Strategies |  Vernal Point Advisors |
SA Suganya Anbumani | PhoneEmail | Principal Director Wealth Manager |  Envestnet |
LT Lay-Peng Tan | PhoneEmail | Principal Director - Wealth Management and Investments |  Wealth Management Institute |
DM Douglas Mento | PhoneEmail | Head of Advice, Advice & Wealth Management Principal |  Vanguard Charitable |
DC David Chubak | PhoneEmail | Head of Wealth Management & Field Management & Principal |  Edward Jones |
LV Lindsey Vaughan | PhoneEmail | Senior Principal, Sales Director- Wealth Management |  Mercer |
