Cross Financial Management Employee Directory

Cross Financial Management corporate office is located in 1500 NE Irving St Ste 440, Portland, Oregon, 97232, United States and has 11-50 employees.

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Cross Financial Management Global Presence

Location	People at location
North America	1-10

Key Employees of Cross Financial Management

TC
Tristan Collin...
Department Managing Director, Accounting
PhoneEmail
PhoneEmail
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Index of contact profiles from Cross Financial Management

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

Contact Name

Contact Info

Job Title

HQ Location

TO
Thomas Ouimette
Email Direct
Financial Advisor
United States , Oregon , Portland

AP
Ankit Palan
Email Direct
Financial Advisor
United States , Oregon , Portland

TC
Tristan Collins
Email Direct
Department Managing Director, Accounting
United States , Oregon , Portland

CL
Corey Levine
Email Direct
Financial Consultnt
United States , Oregon , Portland

RH
Ron Harmening
Email Direct
Tax Director
United States , Oregon , Portland

AS
Anne Snelling
Email Direct
Member, Team
United States , Oregon , Portland

Former Employees at Cross Financial Management

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

MS
Mubashshera Sutarwala
Professional Staff at Fellner & Kuhn
Worked as Staff Accountant
at Cross Financial Management (2017-2021)
Email Direct
AJ
Alfredo Jimenez
Director, Client Finan... at Opus Agency
Worked as Investment Representative
at Cross Financial Management (2017-2018)
Email Direct
AB
Austin Bitterman
Commodities Trader at TYR Wood Products
Worked as System Integrator
at Cross Financial Management (2021-2021)
Email Direct

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Frequently Asked Questions Regarding Cross Financial Management Employees

How many employees does Cross Financial Management have?

Cross Financial Management has 11-50 employees

Who are Cross Financial Management key employees?

Some of Cross Financial Management key employees are Tristan Collins

Where is Cross Financial Management located?

Cross Financial Management’s headquarters are located at 1500 NE Irving St Ste 440, Portland, Oregon, 97232, United States

How do I contact Cross Financial Management?

Cross Financial Management Contact Info: Phone number: (503) 430-0563 Website: www.crossfinancialmgmt.com

What does Cross Financial Management do?

Cross Financial offers comprehensive wealth management and accounting services, focusing on understanding the personal goals and dreams of their clients. Their services include financial planning, retirement income planning, tax services, and outsourced support. The firm aims to empower clients with financial confidence and personal fulfillment thr... Read More

Is Cross Financial Management a public company?

Cross Financial Management is private company therefore does not currently have an official ticker symbol

See more information about Cross Financial Management Employees