Ceros Employee Directory

Q: Who are Ceros key employees?

Some of Ceros key employees are Kim Powell , Shandy Pumphrey

Ceros corporate office is located in 1445 Research Blvd Ste 530, Rockville, Maryland, 20850, United States and has 11-50 employees.

ceros financial services

ceros financial services inc

Employees by Department

Departments

Number of employees

Finance

C-Suite

Operations

Marketing

Sales

Legal

Information Technology

Ceros CEO

Mark GoldwasserChief Executive Officer

Phone

See Profile

Key Employees of Ceros

KP
Kim Powell
Chief Financial Officer, Ceros Financial Services,...
PhoneEmail
Shandy Pumphre...
Chief Financial Officer
PhoneEmail
PhoneEmail
PhoneEmail
PhoneEmail
PhoneEmail

Ceros Global Presence

Location	People at location
North America	11-50

Index of contact profiles from Ceros

Hundreds of professionals searching for Ceros have connected with key decision-makers. Join them?

Contact Name

Contact Info

Job Title

HQ Location

DW
Daniel Wilson
Email Direct
Communications Principal
United States , Maryland , Rockville

DF
Derrick Ferreira
Email Direct
Managing Director
United States , Maryland , Rockville

DE
Daniel Elkaim
Email Direct
Director, Manging Business Development
United States , Maryland , Rockville

MG
Mark Goldwasser
Email Direct
Chief Executive Officer
United States , Maryland , Rockville

JH
Joseph Hain
Email Direct
Managing Director, At Ceros Capital Markets
United States , Maryland , Rockville

CP
Carson Padgett
Email Direct
Manager, Marketing
United States , Maryland , Rockville

MK
Manuel Klemm
Email Direct
Licensing Principal
United States , Maryland , Rockville

EM
Erin Moretz
Email Direct
Manager, Advisor Relations
United States , Maryland , Rockville

SJ
Steven Jaspen
Email Direct
Manager, Credit & Margin Risk
United States , Maryland , Rockville

Shandy Pumphrey
Email Direct
Chief Financial Officer
United States , Maryland , Rockville

LD
Lauren DeRosa
Email Direct
Senior Manager, Branch Operations
United States , Maryland , Rockville

BH
Brian Humphrey
Email Direct
Ceros Financial Services, Inc Advisors Preferred Director, Sales & Marketing
United States , Maryland , Rockville

DB
David Brown
Email Direct
Ceros Financial Services, Inc Partner
United States , Maryland , Rockville

KM
Khin Mar
Email Direct
Relations Senior Advisor & Operation Associate
United States , Maryland , Rockville

KP
Kim Powell
Email Direct
Chief Financial Officer, Ceros Financial Services, Inc Advisors Preferred
United States , Maryland , Rockville

JM
Jeff Meacham
Email Direct
Ceros Financial Services, Inc Senior Trader
United States , Maryland , Rockville

AH
Angela Holland
Email Direct
Manager, Cco, Ceros Financial Services, Inc Compliance, Advisors Preferred
United States , Maryland , Rockville

DS
David Styfco
Email Direct
Registered Principal
United States , Maryland , Rockville

TL
Trevor Lange
Email Direct
Managing Director
United States , Maryland , Rockville

MP
Michael Philipps
Email Direct
Managing Director
United States , Maryland , Rockville

CK
Christopher Kane
Email Direct
Managing Director
United States , Maryland , Rockville

OV
Octavio Valenzuela
Email Direct
Syndicate Manager
United States , Maryland , Rockville

EH
Eric Hilderbrand
Email Direct
Registered Principal
United States , Maryland , Rockville

NK
Nick Kamenoff
Email Direct
Operations Support Analyst
United States , Maryland , Rockville

KS
Kelli Sullivan
Email Direct
Operations Associate
United States , Maryland , Rockville

123

Former Employees at Ceros

Explore people who held key positions, contributed to Ceros's success, and advanced their careers.

Nicholas Kozlowski

Private Equity Broker at Greenbird Capital

Worked as Private Equity Broker

at Ceros (2025-2026)

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Maurice Ferre

Chief Executive Office... at INSIGHTEC

Worked as Vice President, Capital Markets

at Ceros (2021-2023)

Direct

Andrew Massaro

Member of Investment C... at IrishAngels

Worked as Junior Partner

at Ceros

Direct

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Chief Executive Office... at Advisors Preferred

Worked as President

at Ceros (2009-2026)

Direct

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Associate Regional Dir... at Cambridge Investment R...

Worked as Manager, Operations

at Ceros (2014-2022)

Direct

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Secretary To the Advis... at Advisors Preferred

Worked as Commissions Specialist and Trader

at Ceros

Direct

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Frequently Asked Questions Regarding Ceros Employees

How many employees does Ceros have?

Ceros has 11-50 employees

Who is the CEO of Ceros?

Ceros’s CEO is Mark Goldwasser

Who is the CFO of Ceros?

Ceros’s CFO is Kim Powell

Who are Ceros key employees?

Some of Ceros key employees are Kim Powell, Shandy Pumphrey

Where is Ceros located?

Ceros’s headquarters are located at 1445 Research Blvd Ste 530, Rockville, Maryland, 20850, United States

How do I contact Ceros?

Ceros Contact Info: Phone number: (866) 842-3356 Website: www.cerosfs.com

What does Ceros do?

Ceros is a full-service brokerage platform and consultative partner to investment management firms. RIAs and hybrid advisors rely on Ceros for flexible, powerful and comprehensive back office systems and services. Ceros takes an active, consultative approach to helping advisors grow their businesses, offering direct access to trade stocks, bonds, o... Read More

Is Ceros a public company?

Ceros is private company therefore does not currently have an official ticker symbol

See more information about Ceros Employees