Private Client Resources

0 followers

‌

The Power Behind Great UHNW Advisor/Client Interactions

Industries

Banking, Data

Headquarters

Wilton, United States

Employees

51-200

Links

Org chart

Dillon Kenniston, CFP®

Director of Product Management

Francesca Lodge - Benedetti

Private Assistant to CEO

Kalyan R Raman

Chief Technology Officer

Samuel King

Chief Operating Officer

Peter Seidenberg

Chief Financial Officer

Brian Harkins

Head of Support

Vickie Lynn

Team Manager

William Hiza

Sr. VP, Client Experience

Dan Volz

Vice President Operations

Teams

Data Operations

5 members

Engineering

5 members

Leadership Team

6 members

Client Support and Solutions

3 members

Finance Team

3 members

Operations Team

2 members

Offices

Similar companies

Uphold

3 followers

Centime

35 followers

Insight Partners

15 followers

Coatue Management

11 followers

General Catalyst

8 followers

Array

6 followers

Citigroup

891 followers

Bank of America

695 followers

IEX

3 followers

Acin

6 followers

Aeropay

3 followers

Explore companies