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Financial Service Category

Profiles
191,007

Employee Profiles

Greg Cohn

Wells Fargo

SVP, Regional Team Lead

  • Location Los Angeles, CA
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Melinda Merk

SunTrust Investment Services

Senior Vice President and Regional Trust Advisor, Private Wealth Management

  • Location Washington, DC
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  • Location New York, NY
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Todd Melton

Fiserv EFT

Director, Professional Services

  • Location Portland, OR
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Fred Fontanilla

JPMorgan Chase

Vice President, Relationship Manager

  • Location San Francisco, CA
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Michael Granger

Advisor Software

VP, Implementation and Client Management

  • Location Walnut Creek, CA
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Nathan Palmer, CFA

Wilshire Associates

Vice President, Portfolio Management

  • Location Los Angeles, CA
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Joe Tennis

Wells Fargo

Interaction Design Practice Manager

  • Location Charlotte, NC
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Kapil Mathur

Morgan Stanley

Portfolio Manager & Financial Advisor

  • Location Houston, TX
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Marcus Doesserich

Charles Schwab

Advisor Services, Senior Product Manager

  • Location SanFrancisco, CA
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