Title(s)
Director Client Services
Company Name
Freestone Capital Management
Business Email
Business Category
Title(s)
Principal
Company Name
4 Corners Financial Forensics
Business Email
Business Category
Credentials, Professional Designations
CPA, ABV, CFF
Title(s)
Senior Manager
Company Name
Baker Tilly
Business Email
Business Category
Title(s)
Family Wealth Advisor, Financial Advisor
Company Name
Aistear Group at Morgan Stanley
Business Category
Title(s)
Owner and General Manager
Company Name
Profiducia Services Inc
Business Email
Title(s)
Wealth Advisor, CFP®, ADPA™
Company Name
Merriman Wealth Management
Business Email
Business Category
Title(s)
Principal, Business Broker
Company Name
Transition360, LLC
Business Email
Title(s)
Middle Market Property & Casualty Consultant
Company Name
USI
Business Email
Business Category
Title(s)
Senior Financial Analyst
Company Name
Shine Financials
Business Email
Business Category
Title(s)
Executive Director
Company Name
JPMorgan Chase
Business Email
Business Category
