Integrated Partners

0 followers

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Integrated Partners is an financial advisory firm that provides various business-building services.

Industries

Consumer Services, Finance

Headquarters

Waltham, United States

Employees

11-50

Links

Org chart

Paul Saganey

Founder & President

Paul Saganey

Collapse

Ann L. Swartz

Chief Operations Officer

Kristi Carlson

Chief Financial Officer

Matt Ackermann

Chief Content Officer

Robert Sandrew

Chief Growth Officer

Andree Mohr

President

Becca Zophin

Chief Marketing Officer

John G. Cataldo

President, Advisory Services

John C. Pastore

SVP

William George

SVP, Business Development

Raymond J. Lucas

SVP, Financial Planning & Training

Adrian Duran

VP, Business Development Officer

William Beaudoin

VP, Case Design

Richard E. Austin

Executive Director

Caitlyn Frament

Director of Compliance

Will Hackler

Director of Retirement Plans

Mike Percoskie

Director of Technology

Ellen Smith

Executive Assistant to Paul Saganey

Shannon Sloan

Graphic Designer

Samson Dooley

Business Development Analyst

Brad Rafking

Portfolio Manager

Jd Gardner

Portfolio Manager

Jeff L. Macy

Investment Advisor Representative

Board & advisors

Rob Brown

Investment Advisor

Teams

+10

Leadership Team

13 members

Marketing & Business Development Team

7 members

Operations Team

7 members

Finance and Accounting

4 members

Operations & Administrative

4 members

Advisory and Financial Planning

3 members

Offices

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