Opes Advisors Employee Directory

Opes Advisors corporate office is located in 535 Middlefield Rd Ste 160, Menlo Park, California, 94025, United States and has 201-500 employees.

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Employees by Department

Departments

Number of employees

Operations

Finance

Legal

Marketing

Sales

Key Employees of Opes Advisors

UM
Unesa Miguel
Senior Client Service Associate & Chief Compliance...
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Opes Advisors Global Presence

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

Index of contact profiles from Opes Advisors

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

Contact Name

Contact Info

Job Title

HQ Location

TS
Triveni Shilotri
Email Direct
Client Services Associate
United States , California , Menlo Park

MR
Michelle Rachleff
Email Direct
Manager, Production
United States , California , Menlo Park

TZ
Teresa Zapien
Email Direct
Mortgage Loan Officer
United States , California , Menlo Park

LR
LinLin Ru
Email Direct
Senior Marketing Data Analyst
United States , California , Menlo Park

JF
Janice Fincher
Email Direct
Financial & Mortgage Advisor
United States , California , Menlo Park

LS
Lori Smith
Email Direct
Senior Mortgage Advisor
United States , California , Menlo Park

ML
Mary Lombardo
Email Direct
Mortgage Advisor
United States , California , Menlo Park

UM
Unesa Miguel
Email Direct
Senior Client Service Associate & Chief Compliance Officer
United States , California , Menlo Park

AP
Annette Papapietro
Email Direct
Office Manager
United States , California , Menlo Park

JC
Jennifer Chen
Email Direct
Staff Accountant
United States , California , Menlo Park

SK
Steve Knotts
Email Direct
Mortgage Advisor
United States , California , Menlo Park

JW
John Wilson
Email Direct
Mortgage Advisor
United States , California , Menlo Park

AM
Anne-Marie Moggan
Email Direct
Mortgage Advisor
United States , California , Menlo Park

CK
Carmen Kipple
Email Direct
Production Asssistant
United States , California , Menlo Park

AS
Allison Stafford
Email Direct
Ma Production Assistant
United States , California , Menlo Park

SI
Sarah Isaacs
Email Direct
Audit Specialist
United States , California , Menlo Park

ML
Mabel Lue
Email Direct
Business Development Representative
United States , California , Menlo Park

DH
Drew Himes
Email Direct
Manager, Investment
United States , California , Menlo Park

BW
Bren Wamsley
Email Direct
Loan Partner To Lorin Wamsley
United States , California , Menlo Park

MT
Merinell Taleon
Email Direct
Receptionist
United States , California , Menlo Park

CB
Cathy Borland
Email Direct
Senior Loan Processor
United States , California , Menlo Park

SR
Susan Rinta
Email Direct
Loan Assisant and Office Manager
United States , California , Menlo Park

JH
Jonathan Hughes
Email Direct
Mortgage Advisor
United States , California , Menlo Park

DL
Deanna Lino
Email Direct
Mortgage Loan Processor
United States , California , Menlo Park

123

Former Employees at Opes Advisors

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

Nasi Sherman

Loan Operations Assist... at Barrett Financial Grou...

Worked as Manager, Production

at Opes Advisors (2017-2017)

Direct

Samantha Joseph

Senior Loan Processor at CrossCountry Mortgage

Worked as Manager, Operations

at Opes Advisors (2011-2020)

Direct

Tony Guaraldi

Enterprise Lending Off... at Bank of America

Worked as Mortgage Advisor

at Opes Advisors (2016-2018)

Direct

Mask Content

Claims Adjuster at USAA

Worked as Transaction Coordinator NMLS 811681

at Opes Advisors (2014-2016)

Direct

Mask Content

Regional Director & Pa... at EP Wealth Advisors

Worked as Operating Owner

at Opes Advisors

Direct

Mask Content

Sales Assistant at CrossCountry Mortgage

Worked as Production Assistant

at Opes Advisors (2015-2018)

Direct

Explore More

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Frequently Asked Questions Regarding Opes Advisors Employees

How many employees does Opes Advisors have?

Opes Advisors has 201-500 employees

Who are Opes Advisors key employees?

Some of Opes Advisors key employees are Unesa Miguel

Where is Opes Advisors located?

Opes Advisors’s headquarters are located at 535 Middlefield Rd Ste 160, Menlo Park, California, 94025, United States

How do I contact Opes Advisors?

Opes Advisors Contact Info: Phone number: (408) 831-5800 Website: www.opeswealth.com

What does Opes Advisors do?

EP Wealth Management, in partnership with OPES Wealth Management, offers comprehensive wealth management services tailored for federal employees, professional athletes, and individuals seeking financial literacy. Their extensive range of services includes financial planning, investment management, estate planning, and specialized financial planning... Read More

Is Opes Advisors a public company?

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

See more information about Opes Advisors Employees