Guardrail Financial Employee Directory

Guardrail Financial corporate office is located in 275 Battery St Ste 700, San Francisco, California, 94111, United States and has 11-50 employees.

equitable trust co

equitable trust

equitable

equitable trust holdings inc

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rorosfoundation

Employees by Department

Departments

Number of employees

Finance

Operations

C-Suite

Information Technology

Legal

Sales

Human Resources

Key Employees of Guardrail Financial

JF
John Ford
Chief Financial Officer
PhoneEmail
PhoneEmail
PhoneEmail
PhoneEmail
PhoneEmail
PhoneEmail

Guardrail Financial Global Presence

Location	People at location
North America	51-200

Index of contact profiles from Guardrail Financial

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

Contact Name

Contact Info

Job Title

HQ Location

JL
Jacqueline Lordi
Email Direct
Manager
United States , California , San Francisco

MV
Michael Vitale
Email Direct
Manager
United States , California , San Francisco

DA
Dennis Azzheurov
Email Direct
Manager
United States , California , San Francisco

PK
Paul Kisko
Email Direct
Manager
United States , California , San Francisco

BV
Betty Vinson
Email Direct
Manager
United States , California , San Francisco

CM
Carolann Mathews
Email Direct
Vice President
United States , California , San Francisco

TB
Thomas Beaufils
Email Direct
Manager
United States , California , San Francisco

RM
Robert Mace
Email Direct
Manager
United States , California , San Francisco

LC
Lenka Cukalevski
Email Direct
Manager
United States , California , San Francisco

JO
John O'Sullivan
Email Direct
Manager
United States , California , San Francisco

SA
Susan Amidon
Email Direct
Manager
United States , California , San Francisco

AT
Andrew Thornton
Email Direct
Manager
United States , California , San Francisco

NR
Neil Riss
Email Direct
Manager
United States , California , San Francisco

TS
Tim Swan
Email Direct
Manager
United States , California , San Francisco

JE
Jennifer Earnest
Email Direct
Financial Advisor
United States , California , San Francisco

CH
Caitlin Hatcher
Email Direct
Operations Associate
United States , California , San Francisco

JL
Jonathan Lovejoy
Email Direct
Special Assets Advisor
United States , California , San Francisco

CL
Constance Love
Email Direct
Business Analyst
United States , California , San Francisco

KL
Ken Larson
Email Direct
Trust & Wealth Associate
United States , California , San Francisco

AM
Annette Mayes
Email Direct
Trust & Wealth Associate
United States , California , San Francisco

ES
Emily Slattery
Email Direct
Partner, Director of Family Office
United States , California , San Francisco

EB
Edward Burgess
Email Direct
Partner, Co-Chief Investment Officer
United States , California , San Francisco

DC
Dana Cunningham
Email Direct
Relationship Manager
United States , California , San Francisco

DS
David Simcox
Email Direct
Partner, Trust and Estate Advisor
United States , California , San Francisco

PS
Penny Steele
Email Direct
Special Projects Coordinator
United States , California , San Francisco

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Former Employees at Guardrail Financial

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

Brendan Brogan

Investment Associate at Rockefeller Capital Ma...

Worked as Investment Associate

at Guardrail Financial

Direct

Batuhan Aciker

Internal Audit Associa... at JPMorgan Chase

Worked as Internal Auditor

at Guardrail Financial

Direct

Vernon Paulson

General Manager at Karr-barth Associates

Worked as General Manager

at Guardrail Financial

Direct

Mask Content

Internal Wholesaler at AXA

Worked as Life Internal Wholesaler - Southwest Region

at Guardrail Financial

Direct

Mask Content

Lead Manager at Equitable

Worked as Senior Vice President, Retirement Planning Spe...

at Guardrail Financial (2024-2025)

Direct

Mask Content

Team Leader at EQ Bank

Worked as Team Leader

at Guardrail Financial

Direct

Explore More

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Frequently Asked Questions Regarding Guardrail Financial Employees

How many employees does Guardrail Financial have?

Guardrail Financial has 11-50 employees

Who is the CFO of Guardrail Financial?

Guardrail Financial’s CFO is John Ford

Who are Guardrail Financial key employees?

Some of Guardrail Financial key employees are John Ford

Where is Guardrail Financial located?

Guardrail Financial’s headquarters are located at 275 Battery St Ste 700, San Francisco, California, 94111, United States

How do I contact Guardrail Financial?

Guardrail Financial Contact Info: Phone number: (615) 460-9240 Website: www.equitableco.com

What does Guardrail Financial do?

Equitable Trust is a Nashville-based, employee-owned firm that specializes in fiduciary services, family office, and investment management. The firm prides itself on the depth and independence of its professionals, who have extensive experience in managing family wealth across generations. Equitable Trust focuses on building long-term relationships... Read More

Is Guardrail Financial a public company?

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

See more information about Guardrail Financial Employees