Maven Financial Employee Directory

Maven Financial corporate office is located in 5005 Lyndon B Johnson Fwy Ste 1600, Dallas, Texas, 75244, United States and has 11-50 employees.

maven financial

new york life insurance co

Employees by Department

Departments

Number of employees

Finance

Operations

C-Suite

Key Employees of Maven Financial

CC
Callie Catherw...
Director, Operations
PhoneEmail
PhoneEmail
PhoneEmail
PhoneEmail
PhoneEmail
PhoneEmail

Maven Financial Global Presence

Location	People at location
North America	1-10

Index of contact profiles from Maven Financial

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

Contact Name

Contact Info

Job Title

HQ Location

GT
Gretchen Tamplin
Email Direct
Financial Associate & Advisor
United States , Texas , Dallas

CC
Callie Catherwood
Email Direct
Director, Operations
United States , Texas , Dallas

NR
Neli Ruiz
Email Direct
Registered Service Assistant
United States , Texas , Dallas

AC
Alicia Cardona
Email Direct
Registered Service Assistant
United States , Texas , Dallas

DT
Debbie Taylor
Email Direct
Position In Client Services Professional
United States , Texas , Dallas

RB
Rebecca Borton
Email Direct
Financial Associate & Advisor
United States , Texas , Dallas

Former Employees at Maven Financial

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

ER
Erik Rinehold
Private Wealth Advisor at Lansdowne Private Weal...
Worked as Financial Associate & Advisor
at Maven Financial (2019-2021)
Email Direct

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Frequently Asked Questions Regarding Maven Financial Employees

How many employees does Maven Financial have?

Maven Financial has 11-50 employees

Who are Maven Financial key employees?

Some of Maven Financial key employees are Callie Catherwood

Where is Maven Financial located?

Maven Financial’s headquarters are located at 5005 Lyndon B Johnson Fwy Ste 1600, Dallas, Texas, 75244, United States

How do I contact Maven Financial?

Maven Financial Contact Info: Website: www.mavenplanning.com

What does Maven Financial do?

Maven Financial, based in Dallas, TX, specializes in holistic financial planning and offers a range of services including insurance and investment accounts. The firm is led by Vicky Staudinger, a licensed financial advisor associated with Eagle Strategies LLC and New York Life Insurance Company. Their target clients include individuals seeking comp... Read More

Is Maven Financial a public company?

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

See more information about Maven Financial Employees