Choice Wealth Employee Directory

Q: Who are Choice Wealth key employees?

Some of Choice Wealth key employees are George Wald , Patrick Chaput , Julie Fredin

Choice Wealth corporate office is located in United States and has 11-50 employees.

choice wealth

Employees by Department

Departments

Number of employees

Finance

Sales

Operations

C-Suite

Choice Wealth CEO

Nikunj SarafChief Executive Officer

Phone

See Profile

Key Employees of Choice Wealth

GW
George Wald
President
PhoneEmail
PC
Patrick Chaput
Location President
PhoneEmail
Julie Fredin
President
PhoneEmail
PhoneEmail
PhoneEmail
PhoneEmail

Choice Wealth Global Presence

Location	People at location
Asia	11-50
North America	11-50

Index of contact profiles from Choice Wealth

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

Contact Name

Contact Info

Job Title

HQ Location

AM
Abhijit Mundale
Email Direct
Assistant Manager, Business Development
United States

PK
Phillip Kleven
Email Direct
Business Loan Servicing Specialist
United States

TM
Tiffany Meduna
Email Direct
Client Account Executive
United States

MW
Mikka Willits
Email Direct
Insurance Agent
United States

DJ
Dana Jacobs
Email Direct
Sales Specialist
United States

JR
Jeramie Riskey
Email Direct
Ag Banking Officer
United States

AN
Anna Novak
Email Direct
Registered Sales Assistant
United States

123

Former Employees at Choice Wealth

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

Dan Burns

Senior Vice President,... at Choice Bank

Worked as Senior Vice President, Commercial Loan Officer

at Choice Wealth

Direct

Brooks Grotte

Vice President, Ag & B... at Choice Bank

Worked as Director, Credit

at Choice Wealth (2014-2025)

Direct

Joseph Cooch

Third-Party Risk Lead at Old National Bank

Worked as Senior Vice President, Third-Party and Fintech...

at Choice Wealth (2022-2024)

Direct

Mask Content

Banking Operations Pri... at Tradition Capital Bank

Worked as Sba Program Specialist

at Choice Wealth (2020-2022)

Direct

Mask Content

Solution Consultant at System Automation

Worked as Loan Systems Specialist II

at Choice Wealth (2022-2023)

Direct

Mask Content

Mortgage Loan Officer at Alerus Financial

Worked as Assistant Vice President & Mortgage Loan Offic...

at Choice Wealth (2013-2023)

Direct

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Frequently Asked Questions Regarding Choice Wealth Employees

How many employees does Choice Wealth have?

Choice Wealth has 11-50 employees

Who is the CEO of Choice Wealth?

Choice Wealth’s CEO is Nikunj Saraf

Who are Choice Wealth key employees?

Some of Choice Wealth key employees are George Wald, Patrick Chaput, Julie Fredin

Where is Choice Wealth located?

Choice Wealth’s headquarters are located at United States

How do I contact Choice Wealth?

Choice Wealth Contact Info: Website: www.choicewealth.com

What does Choice Wealth do?

Choice Bank offers comprehensive investments and wealth management services aimed at helping clients create personalized financial plans that align with their goals and aspirations. Their services include investment management, retirement planning, estate planning, and risk management, catering to both individual and corporate clients. The company... Read More

Is Choice Wealth a public company?

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

See more information about Choice Wealth Employees