XML Financial Group Employee Directory

Q: Who are XML Financial Group key employees?

Some of XML Financial Group key employees are Todd Kullen , Robert Kantor , Curtis Congdon

XML Financial Group corporate office is located in 7600 Leesburg Pike Ste 120, Falls Church, Virginia, 22043, United States and has 11-50 employees.

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Employees by Department

Departments

Number of employees

Finance

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Operations

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Key Employees of XML Financial Group

TK
Todd Kullen
Chief Operating Officer
PhoneEmail
RK
Robert Kantor
Chief Information Officer & Co-Founder
PhoneEmail
Curtis Congdon
President
PhoneEmail
PhoneEmail
PhoneEmail
PhoneEmail

XML Financial Group Global Presence

Location	People at location
North America	11-50

Index of contact profiles from XML Financial Group

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

Contact Name

Contact Info

Job Title

HQ Location

MS
Marc Samson
Email Direct
Senior Partner
United States , Virginia , Falls Church

TK
Todd Kullen
Email Direct
Chief Operating Officer
United States , Virginia , Falls Church

SC
Stephen Clagett
Email Direct
Director of Branch Activity and Advisor Engagement
United States , Virginia , Falls Church

DC
Douglas Callan
Email Direct
Senior Portfolio Manager
United States , Virginia , Falls Church

HM
Hannah Myers
Email Direct
Director, Marketing
United States , Virginia , Falls Church

MW
Meredith Wade
Email Direct
Client Service Associate
United States , Virginia , Falls Church

SC
Sharon Cirillo
Email Direct
Client Service Associate
United States , Virginia , Falls Church

JK
Jason Klopman
Email Direct
Senior Wealth Advisor & Partner
United States , Virginia , Falls Church

MC
Michelle Cooper
Email Direct
Partner and Director of XML Women
United States , Virginia , Falls Church

DR
Deborah Rayman
Email Direct
Client Service Associate
United States , Virginia , Falls Church

BK
Benjamin Kollender
Email Direct
Associate Wealth Advisor
United States , Virginia , Falls Church

SC
Steven Collins
Email Direct
Senior Wealth Advisor
United States , Virginia , Falls Church

LO
Lauren O'Brien
Email Direct
Senior Wealth Advisor
United States , Virginia , Falls Church

JS
John Sciuto
Email Direct
Wealth Advisor
United States , Virginia , Falls Church

KP
Kristian Price
Email Direct
Director, Client Experience
United States , Virginia , Falls Church

SK
Sasha Kantarski
Email Direct
Wealth Advisor & Director, Financial Planning & Partner
United States , Virginia , Falls Church

RK
Robert Kantor
Email Direct
Chief Information Officer & Co-Founder
United States , Virginia , Falls Church

NE
Noorjahan Enayat
Email Direct
Senior Wealth Advisor
United States , Virginia , Falls Church

GN
Gina Neild
Email Direct
Client Service Associate
United States , Virginia , Falls Church

EW
Eric Wightman
Email Direct
Senior Wealth Advisor & Partner
United States , Virginia , Falls Church

JG
Janine Gonzaga
Email Direct
Director, Custodial Relationships
United States , Virginia , Falls Church

JM
Jayson Magro
Email Direct
Client Service Associate
United States , Virginia , Falls Church

SR
Susan Roach
Email Direct
Client Service Associate
United States , Virginia , Falls Church

123

Former Employees at XML Financial Group

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

Ernest Lacroix

Senior Manager, Techno... at Charles Schwab

Worked as Chief Strategy & Innovation Officer

at XML Financial Group (2019-2019)

Direct

Carter Shaffer

Member at Hampton VC

Worked as Wealth Advisor

at XML Financial Group (2018-2019)

Direct

Beth Levine

Senior VP, Wealth Mana... at XML Financial Group

Worked as Senior Wealth Advisor

at XML Financial Group

Direct

Mask Content

Wealth Advisor & Direc... at Boggs & Company Wealth...

Worked as Wealth Advisor

at XML Financial Group (2021-2024)

Direct

Mask Content

Investment Management ... at Merrill

Worked as Chief Executive Officer & Co-Founder

at XML Financial Group

Direct

Mask Content

Vice President, Invest... at Collins Investment Gro...

Worked as Representative

at XML Financial Group (2021-2026)

Direct

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Frequently Asked Questions Regarding XML Financial Group Employees

How many employees does XML Financial Group have?

XML Financial Group has 11-50 employees

Who are XML Financial Group key employees?

Some of XML Financial Group key employees are Todd Kullen, Robert Kantor, Curtis Congdon

Where is XML Financial Group located?

XML Financial Group’s headquarters are located at 7600 Leesburg Pike Ste 120, Falls Church, Virginia, 22043, United States

How do I contact XML Financial Group?

XML Financial Group Contact Info: Phone number: (800) 842-8834 Website: www.xmlfg.com

What does XML Financial Group do?

XML Financial Group is an independent financial services and wealth management firm, with offices in Maryland and Virginia. The financial consultants at XML deliver a first-class experience that addresses asset titling and estate planning needs, philanthropic planning, tax planning, comprehensive insurance planning, retirement planning (including p... Read More

Is XML Financial Group a public company?

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

See more information about XML Financial Group Employees