The Monteverde Group Employee Directory

The Monteverde Group corporate office is located in 2001 Main St Ste 402, Wheeling, West Virginia, 26003, United States and has 11-50 employees.

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Employees by Department

Departments

Number of employees

Sales

5

Finance

5

C-Suite

4

Operations

2

Human Resources

2

The Monteverde Group CEO

JM
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James MonteverdePresident & Chief Executive Officer
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Key Employees of The Monteverde Group

  • WA
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    Wendy Astorino

    Partner and President - Retirement Plan Services

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The Monteverde Group Global Presence

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North America11-50

Index of contact profiles from The Monteverde Group

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Contact Name
Contact Info
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12

Former Employees at The Monteverde Group

Explore people who held key positions, contributed to The Monteverde Group's success, and advanced their careers.

  1. Tax Partner at Urish & Popeck

    Worked as Position In Family Wealth Planning

    at The Monteverde Group

    email Tim Caskey Email direct Tim Caskey Direct
  2. Manager, Operations at Headcount ERC

    Worked as Administrative Assistant

    at The Monteverde Group

    email Jamie Drosieko Email direct Jamie Drosieko Direct

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People from Similar Companies in the Finance Industry Located in West Virginia, United States

Frequently Asked Questions Regarding The Monteverde Group Employees

How many employees does The Monteverde Group have?
The Monteverde Group has 11-50 employees
Who is the CEO of The Monteverde Group?
The Monteverde Group’s CEO is James Monteverde
Who are The Monteverde Group key employees?
Some of The Monteverde Group key employees are Wendy Astorino
Where is The Monteverde Group located?
The Monteverde Group’s headquarters are located at 2001 Main St Ste 402, Wheeling, West Virginia, 26003, United States
How do I contact The Monteverde Group?
The Monteverde Group Contact Info: Phone number: (304) 905-0641 Website: www.monteverdegroup.com
What does The Monteverde Group do?

Monteverde Group specializes in financial planning and employee benefits, offering tailored retirement, wealth, and benefits strategies for individuals and businesses. They provide personalized guidance in areas such as corporate benefits, wealth management, and legacy planning, ensuring that clients' financial goals align with their values and amb... itions. The company emphasizes building strong relationships and delivering disciplined execution to support long-term success. Their services cater to families and companies looking to enhance their financial futures through informed decision-making.Read More

Is The Monteverde Group a public company?
The Monteverde Group is private company therefore does not currently have an official ticker symbol
See more information about The Monteverde Group Employees

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