Coordinated Plan Employee Directory

Q: Who are Coordinated Plan key employees?

Some of Coordinated Plan key employees are Randy Schuster , Alexander Hull , Jeremy Odell , David Mack

Coordinated Plan corporate office is located in 1080 Pittsford Victor Rd Ste 201, Pittsford, New York, 14534, United States and has 1-10 employees.

coordinated plan inc

coordinated plan fp llc

centra financial group inc

coordinated plan

coordinated plan fp 2 llc

coordinated plan fp llc

Key Employees of Coordinated Plan

RS
Randy Schuster
Financial Planner & Managing Partner
PhoneEmail
AH
Alexander Hull
Financial Associate & Planner
PhoneEmail
JO
Jeremy Odell
Client Services Associate
PhoneEmail
DM
David Mack
Financial Services Representative
PhoneEmail
PhoneEmail
PhoneEmail

Coordinated Plan Global Presence

Location	People at location
North America	1-10

Index of contact profiles from Coordinated Plan

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

Contact Name

Contact Info

Job Title

HQ Location

JO
Jeremy Odell
Email Direct
Client Services Associate
United States , New York , Pittsford

RS
Randy Schuster
Email Direct
Financial Planner & Managing Partner
United States , New York , Pittsford

DM
David Mack
Email Direct
Financial Services Representative
United States , New York , Pittsford

AH
Alexander Hull
Email Direct
Financial Associate & Planner
United States , New York , Pittsford

Former Employees at Coordinated Plan

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

Debra Curtis

Registered Service Ass... at Turning Points 2

Worked as Registered Service Associate

at Coordinated Plan (2026-2026)

Direct

Jennifer Zmaczynski

Registered Service Ass... at Turning Points 2

Worked as Financial Planner & Associate

at Coordinated Plan (2020-2026)

Direct

Kristina Dussmann

Registered Service Adv... at Valmark Financial Grou...

Worked as Financial Services Representative

at Coordinated Plan (1996-2026)

Direct

Mask Content

Relationship Manager at Turning Points 2

Worked as Manager, Customer Relationship Management

at Coordinated Plan (2021-2026)

Direct

Mask Content

Chief Operating Office... at Champlin & Associates

Worked as Partner, Director of Operations

at Coordinated Plan (2017-2024)

Direct

Mask Content

Registered Representat... at Hornor, Townsend & Ken...

Worked as Partner and Financial Advisor

at Coordinated Plan (2020-2026)

Direct

Explore More

People from Similar Companies in the Finance Industry Located in New York, United States

JP Morgan

10K+ Employees

Jefferies

5K - 10K Employees

KKR

5K - 10K Employees

Carlyle Secured Lending

1K - 5K Employees

Guggenheim

1K - 5K Employees

NBT Bank

1K - 5K Employees

Frequently Asked Questions Regarding Coordinated Plan Employees

How many employees does Coordinated Plan have?

Coordinated Plan has 1-10 employees

Who are Coordinated Plan key employees?

Some of Coordinated Plan key employees are Randy Schuster, Alexander Hull, Jeremy Odell, David Mack

Where is Coordinated Plan located?

Coordinated Plan’s headquarters are located at 1080 Pittsford Victor Rd Ste 201, Pittsford, New York, 14534, United States

How do I contact Coordinated Plan?

Coordinated Plan Contact Info: Phone number: (585) 450-2840 Website: www.coordinatedplan.com

What does Coordinated Plan do?

Coordinated Plan is a financial services firm with nearly 30 years of experience, specializing in comprehensive wealth management for business owners, high-net-worth individuals, and their families. They offer a wide range of services including investment planning, estate planning, insurance strategies, and business continuity planning, all tailore... Read More

Is Coordinated Plan a public company?

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

See more information about Coordinated Plan Employees