Log in
Dynamic Advisor Solutions
Contact
Links
View in org chart
Fran Gillis
Managing Director, Retirement Plan Services
Heather Jackson
Team Lead, Concierge Team
Anh Nguyen
Portfolio Support Lead, Portfolio Services Team
Lucas Felbel
Director, Portfolio Services
Amy Eagan
Manager, Business Operations
+ 1 more
Jason Cole
Client Service Associates, Concierge Team
Mary Beth Smith
Client Service Associate, Concierge Team
Rusty Conway
Associate, IT Support Team
March, 2023 - present