Opes One Advisors Employee Directory

Q: Who are Opes One Advisors key employees?

Some of Opes One Advisors key employees are Lee Chow , Megan Clower

Opes One Advisors corporate office is located in 15303 Dallas Pkwy Ste 550, Addison, Texas, 75001, United States and has 51-200 employees.

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Employees by Department

Departments

Number of employees

Finance

Operations

Sales

C-Suite

Human Resources

Medical & Health

Marketing

Opes One Advisors CEO

Mark CookChief Executive Officer

Phone

See Profile

Key Employees of Opes One Advisors

Lee Chow
Chief Financial Officer
PhoneEmail
Megan Clower
Chief Operating Officer
PhoneEmail
PhoneEmail
PhoneEmail
PhoneEmail
PhoneEmail

Opes One Advisors Global Presence

Location	People at location
North America	51-200
Europe	1-10
Africa	1-10

Index of contact profiles from Opes One Advisors

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

Contact Name

Contact Info

Job Title

HQ Location

JE
Joe Ernst
Email Direct
Managing Associate
United States , Texas , Addison

LV
Leonel Velazquez
Email Direct
Financial Representative
United States , Texas , Addison

MB
Martin Brock
Email Direct
Field Representative
United States , Texas , Addison

MM
Margaret McGurran
Email Direct
Office Administrator
United States , Texas , Addison

SD
Sivira Dapremont
Email Direct
Financial Representative
United States , Texas , Addison

CC
Conner Calcote
Email Direct
Financial Professional
United States , Texas , Addison

DS
Derek Summers
Email Direct
Managing Associate
United States , Texas , Addison

MA
Margo Arnold
Email Direct
Financial Representative & Vice President, Life Operations & Life Brokerage
United States , Texas , Addison

KH
Kevin Holmes
Email Direct
Financial Representative
United States , Texas , Addison

Lee Chow
Email Direct
Chief Financial Officer
United States , Texas , Addison

Megan Clower
Email Direct
Chief Operating Officer
United States , Texas , Addison

IM
Ian McGurran
Email Direct
Managing Director
United States , Texas , Addison

John McGurran
Email Direct
Chief Executive Officer & General Agent
United States , Texas , Addison

BG
Brittany Gnagi
Email Direct
Pas Business Desk & Accounting Assistant & Manager
United States , Texas , Addison

DH
Dray Hicks
Email Direct
Financial Representative
United States , Texas , Addison

SS
Samantha Shaw
Email Direct
Financial Representative
United States , Texas , Addison

MT
Minda Tovar
Email Direct
Financial Representative
United States , Texas , Addison

KM
Kathleen Majkozak
Email Direct
Life Specialist
United States , Texas , Addison

JV
Jay Virk
Email Direct
Financial Representative
United States , Texas , Addison

JJ
Jessica Jordan
Email Direct
Disability Income Specialist
United States , Texas , Addison

BA
Bret Ables
Email Direct
Financial Services Representative
United States , Texas , Addison

JM
Joe Miller
Email Direct
Financial Representative
United States , Texas , Addison

GF
Gabriela Fumero
Email Direct
Talent Acquisition Specialist
United States , Texas , Addison

GM
Gerald Mann
Email Direct
Vice President
United States , Texas , Addison

JM
James Martin
Email Direct
Financial Professional
United States , Texas , Addison

12 34

Former Employees at Opes One Advisors

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

Nam Bui

Client Service Associa... at Callahan Advisors

Worked as Financial Professional

at Opes One Advisors (2021-2021)

Direct

Yesh Doctor

Scientific Researcher ... at Duke University

Worked as Financial Advising Intern

at Opes One Advisors (2019-2019)

Direct

Kelsey Dirks

Talent Management and ... at Omnicom Group

Worked as Director, Strategic Resourcing

at Opes One Advisors (2016-2018)

Direct

Mask Content

Vice President, Corpor... at New York Life

Worked as Director, Financial Operations

at Opes One Advisors (2016-2023)

Direct

Mask Content

Manager, Recruiting at Robert Half

Worked as Director, Recruiting

at Opes One Advisors (2022-2024)

Direct

Mask Content

Partner at Crites Insurance Group

Worked as Business Desk

at Opes One Advisors (2015-2017)

Direct

Explore More

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Frequently Asked Questions Regarding Opes One Advisors Employees

How many employees does Opes One Advisors have?

Opes One Advisors has 51-200 employees

Who is the CEO of Opes One Advisors?

Opes One Advisors’s CEO is Mark Cook

Who is the CFO of Opes One Advisors?

Opes One Advisors’s CFO is Lee Chow

Who are Opes One Advisors key employees?

Some of Opes One Advisors key employees are Lee Chow, Megan Clower

Where is Opes One Advisors located?

Opes One Advisors’s headquarters are located at 15303 Dallas Pkwy Ste 550, Addison, Texas, 75001, United States

How do I contact Opes One Advisors?

Opes One Advisors Contact Info: Phone number: (214) 346-0985 Website: www.opesone.com

What does Opes One Advisors do?

Opes One is an independent agency that specializes in providing financial planning services, including retirement strategies, tax strategies, estate planning, and investment management for high-net-worth individuals and small businesses. With a commitment to helping clients achieve their financial goals, they manage over $1.4 billion in assets and... Read More

Is Opes One Advisors a public company?

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

See more information about Opes One Advisors Employees