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Osaic

3 followers

‌

Osaic provides the support, resources, and community designed for the future of wealth management.

Industries

Enterprise Software, Investment Management

Headquarters

Phoenix, US

Employees

1,001-5,000

Links

Org chart

James Price
Chief Executive Officer

James Price

Collapse
DM
Daniel McGarrigle
Chief Aml/ofac Officer
JG
Jason Gerb
Chief Regulatory Officer
Dimple Shah
Evp, Advisor Growth And Platform Solutions
Tim Hodge
Executive Vice President Trading And Operations
Scott Seiffert
Chief Accounting Officer
Clayton Chandler
Chief Data And Analytics Officer
HK
Holger Kunst
Chief Information Officer - Osaic Institutions
IN
Iryna Northrip
Svp, Chief Compliance Officer, Investment Advisory
Shawn Mihal
Svp, Supervision And Operational Risk
Bill Feiler
Senior Vice President, Product Sales
Rebecca Bushman
Senior Vice President Sales Enablement
Jeffrey Green
Chief Human Resources Officer
Greg Cornick
President, Advice And Wealth Management
Brad Chambers
Senior Vice President, Wealth Management Solutions
Ali Lodhi
Vice President Finance
Susan E. Owens
Vice President, Financial Planning
Chris Fletcher
Registered OSJ Principal
PW
Peter Wang
Registered Principal Of General & Municipal Securities
JW
Jeff Weiner
Director Of Corporate Finance - IT
Katie Moore
Director, Financial Risk And Controls
Robert Connor
Head Of Corporate Finance
AP
Andrew Portuese
Senior Accounting Manager
Charlotte Rocchio
Senior Accounting Manager
LU
Lee Underdahl
Finance Manager

Teams

+40

Leadership Team

43 members

+22

Finance and Accounting

25 members

+11

Business Development and Sales

14 members

+12

Human Resources and Compliance

15 members

+10

Marketing and Communications

13 members

+9

Data Management and Analysis

12 members

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