| Name | Title | Organization | Location | Info | Accuracy |
|
K... W... | Vice President and Relationship Manager | Envestnet Inc | Chicago, IL | | 98%
|
|
P... H... | Director Debit Advisory Service | Mercator Advisory Group Inc | Maynard, MA | | 94%
|
|
P... S... | Associate Client Services | Envestnet Inc | Chicago, IL | | 94%
|
|
J... L... | Vice President - Operations. Manager, Instituti... | Envestnet Inc | Chicago, IL | | 94%
|
|
C... R... | Assistant Vice President, Relationship Manager | Envestnet Inc | Chicago, IL | | 94%
|
|
T... M... | Chief Customer Officer | Pinnacle West Capital Corporation | Phoenix, AZ | | 94%
|
|
R... G... | Senior Client Service Associate | Emerson Investment Management, Inc | Boston, MA | | 92%
|
|
D... C... | Assistant Vice President, Client Services | Bissett Investment Management | Toronto, ON | | 88%
|
|
C... P... | Senior Vice President - Sales and Relationship ... | MD Sass Investors Services, Inc | New York, NY | | 88%
|
|
S... S... | Customer Service Manager | MD Sass Investors Services, Inc | New City, NY | | 88%
|
|
M... G... | Supervisor Account Services | Harris Associates L.P. | Chicago, IL | | 88%
|
|
J... N... | Customer Service Manager | Sanford Corporation | Janesville, WI | | 88%
|
|
E... C... | General Manager, Rural Arizona Customer Service... | Pinnacle West Capital Corporation | Phoenix, AZ | | 85%
|
|
L... G... | Client Service Administrator | Harris Associates L.P. | Chicago, IL | | 82%
|
|
M... S... | Director of Operations & Service | Quantitative Advantage LLC. | Minnetonka, MN | | 82%
|
|
P... H... | Service Manager | ING Investment Management | Atlanta, GA | | 82%
|
|
J... W... | Director, Marketing and Client Relations | Harris Associates L.P. | Chicago, IL | | 80%
|
|
C... B... | Senior Client Service Engineer | Harris Associates L.P. | Chicago, IL | | 78%
|
|
T... M... | Information Services Manager | Pinnacle West Capital Corporation | Phoenix, AZ | | 75%
|
|
D... D... | Vice President, Controller of Arizona Public Se... | Pinnacle West Capital Corporation | Phoenix, AZ | | 76%
|
|
J... A... | Technical Services Manager | Sanford Corporation | Oak Brook, IL | | 75%
|
|
J... A... | Financial Administrative Customer Service Vice ... | IXI Corporation | Mc Lean, VA | | 76%
|
|
B... R... | Vice President Client Relations | Aetos Capital LLC | New York, NY | | 70%
|
|
D... R... | Vice President Planning Arizona Public Service | Pinnacle West Capital Corporation | Phoenix, AZ | | 70%
|
|
A... N... | Vice President of Client Service - Condor Capi | Condor Capital | Theodore, AL | | 70%
|
|
T... X... | Director-International Advisory Service | Mercator Advisory Group Inc | Waltham, MA | | 69%
|
|
P... D... | Client Service Manager | Fairport Asset Management LLC | Cleveland, OH | | 67%
|
|
T... D... | Client Services | MD Sass Investors Services, Inc | New York, NY | | 66%
|
|
J... W... | Director IA Operations and Account Services | Harris Associates L.P. | Chicago, IL | | 63%
|
|
J... K... | Assistant Vice President Head of Client Services | ING Investment Management | Hartford, CT | | 63%
|
|
C... M... | Vice President - Customer Service | Envestnet Inc | Chicago, IL | | 63%
|
|
J... C... | Client Relationship Manager | Capital Advantage, Inc. | Lafayette, CA | | 62%
|
|
A... L... | Manager of Trust and Client Services | Wescott Financial Advisory Group LLC | Philadelphia, PA | | 62%
|
|
M... H... | Information Technology Support Manager | Morrow & Co., Inc. | New York, NY | | 62%
|
|
E... E... | Head Institutional Relationship Management and ... | ING Investment Management | Hartford, CT | | 59%
|
|
T... A... | Private Client Service Associate | Fiduciary Trust Company of Canada | Calgary, AB | | 60%
|
|
L... W... | Manager-Marketing and Client Services | Beutel Goodman & Company Ltd. | Toronto, ON | | 60%
|
|
W... K... | Senior Client Relations Manager | Ashbridge Investment Management LLC | Philadelphia, PA | | 59%
|
|
V... M... | Executive Vice President of Sales and Client Se... | Envestnet Inc | Chicago, IL | | 59%
|
|
H... S... | Workforce, Customer Service, Sales Senior Manager | ING Investment Management | Hartford, CT | | 59%
|
|
R... B... | Director of Client Services | American Financial Network | Calabasas, CA | | 61%
|
|
A... F... | Client Services Manager | American Financial Network | Calabasas, CA | | 61%
|
|
K... O... | Director Client Service | Harris Associates L.P. | Chicago, IL | | 55%
|
|
J... B... | Vice President of Customer Service | Pinnacle West Capital Corporation | Phoenix, AZ | | 54%
|
|
V... R... | Director International Operations / Client Rela... | Harris Associates L.P. | Chicago, IL | | 50%
|
|
J... L... | Customer Service / Finance Manager | Metropolitan West Capital Management, LLC | Newport Beach, CA | | 50%
|
|
E... H... | Manager Help Desk | Securities and Exchange Commission | Philadelphia, PA | | 50%
|
|
J... W... | Manager Help Desk | Sanford Corporation | Bellwood, IL | | 50%
|
|
L... M... | Client Service Supervisor | Blankinship & Foster LLC | Solana Beach, CA | | 50%
|
|
B... R... | Senior Client Service Officer | Pension Reserves Investment Management | Boston, MA | | 51%
|