Cross Coastal Advisors Employee Directory

Cross Coastal Advisors corporate office is located in 197 1st Ave Ste 360, Needham, Massachusetts, 02494, United States and has 11-50 employees.

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Employees by Department

Departments

Number of employees

Finance

Operations

C-Suite

Sales

Marketing

Key Employees of Cross Coastal Advisors

MO
Maureen O'Conn...
Director, Operations
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Cross Coastal Advisors Global Presence

Location	People at location
North America	11-50

Index of contact profiles from Cross Coastal Advisors

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

Contact Name

Contact Info

Job Title

HQ Location

GM
Gregg Miles
Email Direct
Founder & Managing Partner
United States , Massachusetts , Needham

KC
Kerri Casey
Email Direct
Executive Assistant Director, Client Services & Marketing
United States , Massachusetts , Needham

RB
Robert Bourque
Email Direct
Head of Business Development, Partner
United States , Massachusetts , Needham

ND
Nathan Deptula
Email Direct
Client Relationship Manager
United States , Massachusetts , Needham

SM
Stephen McGrath
Email Direct
Financial Services
United States , Massachusetts , Needham

GF
Guy Fodera
Email Direct
Financial Advisor
United States , Massachusetts , Needham

EP
Erin Piesco
Email Direct
Client Administrative Coordinator
United States , Massachusetts , Needham

VB
Virginia Bacon
Email Direct
Administrative Assistant
United States , Massachusetts , Needham

MO
Maureen O'Connell
Email Direct
Director, Operations
United States , Massachusetts , Needham

Former Employees at Cross Coastal Advisors

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

JF
Jacob Finkielsztein
Associate at Arch Capital
Worked as Financial Research Analyst
at Cross Coastal Advisors (2021-2021)
Email Direct
MD
Matthew Diruggiero
Iar Senior Financial A... at Generations Retirement...
Worked as Cross Coastal Advisors
at Cross Coastal Advisors (2021-2022)
Email Direct
VB
Victoria Bravo
Clerk II at City of Revere, Massac...
Worked as Executive Assistant
at Cross Coastal Advisors (2010-2022)
Email Direct

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Frequently Asked Questions Regarding Cross Coastal Advisors Employees

How many employees does Cross Coastal Advisors have?

Cross Coastal Advisors has 11-50 employees

Who are Cross Coastal Advisors key employees?

Some of Cross Coastal Advisors key employees are Maureen O'Connell

Where is Cross Coastal Advisors located?

Cross Coastal Advisors’s headquarters are located at 197 1st Ave Ste 360, Needham, Massachusetts, 02494, United States

How do I contact Cross Coastal Advisors?

Cross Coastal Advisors Contact Info: Phone number: (781) 400-8637 Website: www.crosscoastaladvisors.com

What does Cross Coastal Advisors do?

Cross Coastal Advisors focuses on the financial well-being of its clients, offering comprehensive financial solutions for individuals, families, and businesses. They cater to a diverse clientele, from highly successful young professionals to ultra-high net worth families, as well as small to large companies seeking business financial planning servi... Read More

Is Cross Coastal Advisors a public company?

Cross Coastal Advisors is private company therefore does not currently have an official ticker symbol

See more information about Cross Coastal Advisors Employees