Financial Designs Employee Directory

Q: Who are Financial Designs key employees?

Some of Financial Designs key employees are Karen Cecile , Adam Truitt

Financial Designs corporate office is located in 7979 E Tufts Ave Ste 1550, Denver, Colorado, 80237, United States and has 11-50 employees.

financial designs ltd

financial design ltd

financial designs ltd., llc of va

fdltd.com

Employees by Department

Departments

Number of employees

Finance

Sales

Operations

C-Suite

Engineering & Technical

Key Employees of Financial Designs

KC
Karen Cecile
Chief Operating Officer & Principal
PhoneEmail
AT
Adam Truitt
President
PhoneEmail
PhoneEmail
PhoneEmail
PhoneEmail
PhoneEmail

Financial Designs Global Presence

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

Index of contact profiles from Financial Designs

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

Contact Name

Contact Info

Job Title

HQ Location

TR
Tammy Roberts
Email Direct
Executive Assistant
United States , Colorado , Denver

JO
Jill Obletz
Email Direct
Vice President, Client Administration
United States , Colorado , Denver

SF
Spencer Fugita
Email Direct
Advisor
United States , Colorado , Denver

RF
Rebecca Ferguson
Email Direct
Senior Plan Design Analyst
United States , Colorado , Denver

DZ
Donna Zach
Email Direct
Vice President, Advanced Design & Client Service
United States , Colorado , Denver

KF
Keith Fisher
Email Direct
Principal
United States , Colorado , Denver

AT
Adam Truitt
Email Direct
President
United States , Colorado , Denver

KC
Karen Cecile
Email Direct
Chief Operating Officer & Principal
United States , Colorado , Denver

RS
Roberta Seabol
Email Direct
Design Analyst
United States , Colorado , Denver

AG
Adam Green
Email Direct
Senior Client Service Administrator
United States , Colorado , Denver

JM
Jerry Middel
Email Direct
Principal
United States , Colorado , Denver

NV
Natasha Vollmuth
Email Direct
Vice President, Underwriting
United States , Colorado , Denver

LH
Liana Holm
Email Direct
Executive Assistant (Part-Time)
United States , Colorado , Denver

MP
Michael Prince
Email Direct
Financial 858-366-6004 Mikefinancialdesignsltd Com Advisor
United States , Colorado , Denver

MK
Martha Kallestad
Email Direct
Payroll Specialist
United States , Colorado , Denver

SP
Sasha Perez-Tesini
Email Direct
Manager, Health Insurance Claims
United States , Colorado , Denver

CA
Carly Anderson
Email Direct
Client Relationship Manager
United States , Colorado , Denver

RI
Ryan Inman
Email Direct
Client Relationship Manager
United States , Colorado , Denver

JC
Julia Collelo
Email Direct
Underwriting Assistant
United States , Colorado , Denver

JC
Julia Colello
Email Direct
Underwriting Assistant
United States , Colorado , Denver

HE
Higgins Ernst
Email Direct
Executive Assistant
United States , Colorado , Denver

VL
Victoria Lucero
Email Direct
Senior Client Relationship Manager
United States , Colorado , Denver

CC
Courtney Cusachs
Email Direct
Business Coordinator
United States , Colorado , Denver

KK
Kathi Kennedy
Email Direct
Executive Assistant
United States , Colorado , Denver

LG
Ladicia Grosch
Email Direct
Executive Assistant
United States , Colorado , Denver

123

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Frequently Asked Questions Regarding Financial Designs Employees

How many employees does Financial Designs have?

Financial Designs has 11-50 employees

Who are Financial Designs key employees?

Some of Financial Designs key employees are Karen Cecile, Adam Truitt

Where is Financial Designs located?

Financial Designs’s headquarters are located at 7979 E Tufts Ave Ste 1550, Denver, Colorado, 80237, United States

How do I contact Financial Designs?

Financial Designs Contact Info: Phone number: (303) 832-6100 Website: www.fdltd.com

What does Financial Designs do?

Financial Designs Ltd. is a financial services firm with over fifty years of experience, specializing in wealth transfer, insurance advisory, executive benefits, business planning, and private placement solutions. The company caters to individuals, families, and businesses, providing sophisticated and cost-effective financial strategies. As a membe... Read More

Is Financial Designs a public company?

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

See more information about Financial Designs Employees