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Show Rows：
Person NameJob TitleCompanyLocationAction
 
 
 
 
 
Suriah Bahr
Client Service AssociateOppenheimerFundsUnited States
Michelle Bainbridge
Client Service Associate1825 Financial PlanningCanada
Carol O'Keefe
Client Service AssociateOppenheimer & Co. Inc.United States
Nikki Young, CFP®
Client Service AssociateNorthwest Financial Advisors LLCUnited States
Ranee Becker
Client Service AssociateH&R BlockUnited States
Lana Shamoon
Client Service AssociateOppenheimer & Co. Inc.United States
Sam Movish
Client Service AssociateFisher InvestmentsUnited States
Alexandra Saunders
Client Service AssociateCFS: Comprehensive Financial SolutionsUnited States
Megan Louden
Client Service AssociateRonald Blue TrustUnited States
Kristen Solbeck
Client Service AssociateVCA Animal HospitalsUnited States
Carol Ferrara
Client Service AssociateCitiUnited States
Sara Bussieres
Client Service AssociateTDCanada
Jenyne Willard
Client Service AssociateCardata ConsultantsCanada
Angie Placek
Client Service AssociateADPUnited States
Morgan Lee
Client Service AssociateConfluence Financial PartnersUnited States
Elizabeth Treater
Client Service AssociateTouchstone CapitalUnited States
Lisa Denham
Client Service AssociateRonald Blue TrustUnited States
Alex Adiutori
Client Service AssociateUBSUnited States
Melissa Kolcz
Client Service AssociateBeacon Financial PlanningUnited States
Alexandra Hamilton
Client Service AssociateRaymond JamesUnited States
Thomas Bekas
Client Service AssociateFinancial FinesseUnited States
Paige Donaghy
Client Service AssociateMorgan StanleyUnited States
Gina Spehl
Client Service AssociateAmeriprise Financial Services, LLCUnited States
Christopher Ventura
Client Service AssociateTransPerfectUnited States
Lourdes Almenara
Client Service AssociateUBSUnited States
Haley Peterson
Client Service AssociateRussell InvestmentsUnited States
Will Carlough
Client Service AssociateBridgewater AssociatesUnited States
Maeleen Napicog
Client Service AssociateBanco de Oro, Universal Bank, Inc.Philippines
Michael A. Caruso, MBA, ChFC
Client Service AssociateCoastal Bridge AdvisorsUnited States
Janet Kibunja
Client Service AssociateBritamKenya
Rob Catalino
Client Service AssociateMariner Wealth AdvisorsUnited States
Deena Pupava
Client Service AssociateThe Huttenlocher GroupUnited States
Katarzyna Puscian
Client Service AssociateVivaldi Capital ManagementUnited States
Colleen Osland
Client Service AssociateSchulz Financial Group United States
Josh Glorch
Client Service AssociateNorthRock PartnersUnited States
Amy Harper
Client Service AssociateBOK FinancialUnited States
Jacob Magnusson
Client Service AssociateMorgan StanleyUnited States
Bridget Provinsal
Client Service AssociateBleakley Financial GroupUnited States
Brent Hughes
Client Service AssociateLPL FinancialUnited States
Andrea Laris
Client Service AssociatePrincipal Edge Financial ServicesAustralia
Alexandra Bernard, MBA
Client Service AssociateThe Wealth Alliance United States
Deanna Garisto
Client Service AssociateSHENKMAN CAPITAL MANAGEMENT, INCUnited States
Geetha Raj
Client Service AssociateBNY MellonSingapore
Marianatasha Giokas
Client Service AssociateUBSUnited States
Riya Gujral
Client Service AssociateMorgan StanleyUnited States
Jesse Bertan
Client Service AssociateCreative Financial StrategiesUnited States
LaKenya B. Chancey
Client Service AssociateRonald Blue TrustUnited States
Priscilla Terrell
Client Service AssociateRaymond JamesUnited States
Sydney Huck
Client Service AssociateJessup Wealth Management IncUnited States
Hannah Crowe
Client Service AssociateColeman & AssociatesUnited States
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