Confluence Financial Partners Employee Directory

Confluence Financial Partners corporate office is located in 1605 Carmody Ct Ste 101, Sewickley, Pennsylvania, 15143, United States and has 11-50 employees.

confluence financial partners

financial partners

katie montagazzi - wealth manager

Employees by Department

Departments

Number of employees

Finance

Sales

Operations

C-Suite

Marketing

Human Resources

Legal

Key Employees of Confluence Financial Partners

SB
Stephanie Bogd...
Chief Operating Officer
PhoneEmail
JF
Jacob Fahringe...
Chief People Officer
PhoneEmail
PhoneEmail
PhoneEmail
PhoneEmail
PhoneEmail

Confluence Financial Partners Global Presence

Location	People at location
North America	11-50
South America	1-10

Index of contact profiles from Confluence Financial Partners

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

Contact Name

Contact Info

Job Title

HQ Location

CR
Carolyn Rummell
Email Direct
Executive Assistant
United States , Pennsylvania , Sewickley

AO
Alby Oxenreiter
Email Direct
Manager, Wealth
United States , Pennsylvania , Sewickley

CK
Charles Kolias
Email Direct
Manager, Wealth
United States , Pennsylvania , Sewickley

SS
Samantha Spitzer
Email Direct
Manager, Wealth
United States , Pennsylvania , Sewickley

BR
Brian Ripley
Email Direct
Manager, Wealth
United States , Pennsylvania , Sewickley

CS
Christopher Slater
Email Direct
Operations Coordinator
United States , Pennsylvania , Sewickley

FC
Fabiano Ciminella
Email Direct
Marketing Associate
United States , Pennsylvania , Sewickley

DI
Debra Irwin
Email Direct
Retirement Plan Services Associate
United States , Pennsylvania , Sewickley

ML
Morgan Lee
Email Direct
Manager, Wealth
United States , Pennsylvania , Sewickley

HF
Hannah Fulkerson
Email Direct
Client Service Associate
United States , Pennsylvania , Sewickley

JT
Joseph Tabaka
Email Direct
Manager, Wealth
United States , Pennsylvania , Sewickley

RW
Rj Wingertsahn
Email Direct
Manager, Wealth
United States , Pennsylvania , Sewickley

NG
Nathan Garcia
Email Direct
Manager, Wealth
United States , Pennsylvania , Sewickley

RS
Richard Selker
Email Direct
Manager, Wealth
United States , Pennsylvania , Sewickley

KT
Kathleen Thornhill
Email Direct
Chief Compliance Officer
United States , Pennsylvania , Sewickley

TB
Thomas Browand
Email Direct
Manager, Wealth
United States , Pennsylvania , Sewickley

KK
Kurt Kimmich
Email Direct
Manager, Wealth
United States , Pennsylvania , Sewickley

JF
Jacob Fahringer
Email Direct
Chief People Officer
United States , Pennsylvania , Sewickley

BC
Brandon Corlett
Email Direct
Manager, Wealth
United States , Pennsylvania , Sewickley

PF
Paul Frey
Email Direct
Manager, Wealth
United States , Pennsylvania , Sewickley

JJ
Jonathan Jordan
Email Direct
Manager, Wealth
United States , Pennsylvania , Sewickley

ZS
Zac Saunders
Email Direct
Manager, Wealth
United States , Pennsylvania , Sewickley

SB
Stephanie Bogden
Email Direct
Chief Operating Officer
United States , Pennsylvania , Sewickley

RC
Rande Casaday
Email Direct
Manager, Wealth
United States , Pennsylvania , Sewickley

MD
Marissa Dinello
Email Direct
Director, Marketing
United States , Pennsylvania , Sewickley

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Former Employees at Confluence Financial Partners

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

Heather Stover

Coordinator of Physica... at Allegheny Health Netwo...

Worked as Manager, Marketing & Communications

at Confluence Financial Partners (2018-2021)

Direct

Jessica Halferty

Assistant Vice Preside... at PNC

Worked as Client Service Associate

at Confluence Financial Partners (2019-2021)

Direct

Mario Haifa

Vice President, Consum... at Aflac

Worked as Director Of Insurance Consulting

at Confluence Financial Partners (2021-2021)

Direct

Mask Content

Wealth Advisor at First National Bank

Worked as Financial Advisor

at Confluence Financial Partners (2017-2019)

Direct

Mask Content

Retirement Plan Consul... at Marsh & McLennan Agenc...

Worked as Director, Retirement Plan Services, Confluence...

at Confluence Financial Partners (2021-2025)

Direct

Mask Content

Executive Assistant To... at Accutrex Products

Worked as Executive Assistant To Chief Executive Officer

at Confluence Financial Partners (2020-2021)

Direct

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Frequently Asked Questions Regarding Confluence Financial Partners Employees

How many employees does Confluence Financial Partners have?

Confluence Financial Partners has 11-50 employees

Who are Confluence Financial Partners key employees?

Some of Confluence Financial Partners key employees are Stephanie Bogden, Jacob Fahringer

Where is Confluence Financial Partners located?

Confluence Financial Partners’s headquarters are located at 1605 Carmody Ct Ste 101, Sewickley, Pennsylvania, 15143, United States

How do I contact Confluence Financial Partners?

Confluence Financial Partners Contact Info: Phone number: (724) 719-6600 Website: www.confluencefp.com

What does Confluence Financial Partners do?

Confluence Financial Partners, based in Pittsburgh, PA, specializes in wealth management for high-net-worth individuals and families. They offer a range of services including financial planning, investment management, and retirement strategies. The firm is dedicated to maximizing the lives and legacies of their clients through personalized financia... Read More

Is Confluence Financial Partners a public company?

Confluence Financial Partners is private company therefore does not currently have an official ticker symbol

See more information about Confluence Financial Partners Employees