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Integrated Partners

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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
Jennifer Rapoza
Director of Repapering
Will Hackler
Director of Retirement Plans
Mike Percoskie
Director of Technology
Lauraly Lovering
Office Manager
Angelina Compston
Accounting & Case Design Associate
Gregory Freeman
Advanced Planning Specialist
Ellen Smith
Executive Assistant to Paul Saganey
Samantha Boyle
Marketing Associate
Caitlyn Nelson
Trading & Analyst Support
Liam Behling
Trading Support Specialist
Shannon Sloan
Graphic Designer
Samson Dooley
Business Development Analyst
Brad Rafking
Portfolio Manager
Jd Gardner
Portfolio Manager
Jeff L. Macy
Investment Advisor Representative
David Moore
Senior Insurance Case Design Specialist

Teams

+10

Leadership Team

13 members

+4

Marketing & Business Development Team

7 members

+4

Operations Team

7 members

+1

Finance and Accounting

4 members

+1

Operations & Administrative

4 members

Advisory and Financial Planning

3 members

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