Proxy Financial Employee Directory

Q: Who are Proxy Financial key employees?

Some of Proxy Financial key employees are Joshua Elstein , Terek Ouertani , Mario Adib

Proxy Financial corporate office is located in 999 Brickell Ave Ste 410, Miami, Florida, 33131, United States and has 51-200 employees.

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Employees by Department

Departments

Number of employees

Finance

C-Suite

Operations

Sales

Marketing

Information Technology

Key Employees of Proxy Financial

JE
Joshua Elstein
Director, Psp Operations
PhoneEmail
TO
Terek Ouertani
Director, Capital Strategy & Institutional Growth
PhoneEmail
MA
Mario Adib
Director, International Services
PhoneEmail
PhoneEmail
PhoneEmail
PhoneEmail

Proxy Financial Global Presence

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

Index of contact profiles from Proxy Financial

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

Contact Name

Contact Info

Job Title

HQ Location

TO
Terek Ouertani
Email Direct
Director, Capital Strategy & Institutional Growth
United States , Florida , Miami

Bryan Caulkins
Email Direct
Co-Founder
United States , Florida , Miami

MA
Mario Adib
Email Direct
Director, International Services
United States , Florida , Miami

RN
Rafael Nani
Email Direct
Wealth Management Advisor
United States , Florida , Miami

DH
Dominique Henderson
Email Direct
Advisor Coaching Program Manager
United States , Florida , Miami

PC
Peterson Cenerino
Email Direct
Financial & Portfolio Implementation Advisor
United States , Florida , Miami

RD
Rakel De Campos
Email Direct
Life Insurance Agent
United States , Florida , Miami

MD
Marc DeCuffa
Email Direct
Direct of Wealth Management
United States , Florida , Miami

RS
Raquel Schiavon
Email Direct
Investment Advisor & Financial Planner
United States , Florida , Miami

CR
Carolyn Reynolds
Email Direct
Financial Advisor
United States , Florida , Miami

JE
Joshua Elstein
Email Direct
Director, Psp Operations
United States , Florida , Miami

TT
Tatiane Teixeira
Email Direct
Financial Advisor
United States , Florida , Miami

RM
Rachel Mendelson
Email Direct
Financial Professional
United States , Florida , Miami

CL
Cat Lambertini
Email Direct
Senior Financial Advisor
United States , Florida , Miami

CS
Carlos Straube
Email Direct
Business Development Lead
United States , Florida , Miami

Former Employees at Proxy Financial

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

Thet Myothwe

Vice President at Morgan Stanley

Worked as Registered Investment Advisor & Alternative In...

at Proxy Financial (2021-2023)

Direct

Moumen Badawi

Strategy Consultant at FI Consulting

Worked as Equity Research Analyst

at Proxy Financial (2021-2021)

Direct

Hannah Horwatt

Project Manager at The Trenches Collectiv...

Worked as Digital Strategist

at Proxy Financial (2021-2022)

Direct

Mask Content

Licensed Mortgage Brok... at Barrett Financial Grou...

Worked as Financial Services Consultant

at Proxy Financial

Direct

Mask Content

Financial Paraplanner ... at Capstone Partners

Worked as Business Consultant

at Proxy Financial (2022-2023)

Direct

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Product Set Up, Digita... at Michael Kors

Worked as Operations and Marketing Intern

at Proxy Financial (2021-2022)

Direct

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Frequently Asked Questions Regarding Proxy Financial Employees

How many employees does Proxy Financial have?

Proxy Financial has 51-200 employees

Who are Proxy Financial key employees?

Some of Proxy Financial key employees are Joshua Elstein, Terek Ouertani, Mario Adib

Where is Proxy Financial located?

Proxy Financial’s headquarters are located at 999 Brickell Ave Ste 410, Miami, Florida, 33131, United States

How do I contact Proxy Financial?

Proxy Financial Contact Info: Phone number: (407) 848-7996 Website: www.proxyfinancial.com

What does Proxy Financial do?

Proxy Financial is a financial services company that provides a range of services including wealth management, financial planning, insurance, and private investments. They cater to both individual investors and institutions, offering tailored solutions through their proprietary systems and a client-centric approach. Their divisions include Proxy We... Read More

Is Proxy Financial a public company?

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

See more information about Proxy Financial Employees