Org chart
Kelli Click
President
Kelli Click
Collapse
Jeff Thompson
Executive Vice President
Margaret McVan
VP, Client Experience
Dena Mayo
VP, Marketing & Communications
Patrick Hagen
National Director, Business Development
Dan Rupper
Regional Director, Business Development
Christine Kling
Relationship Manager Lead
Stacy Fikes
Client Services Manager
Jennifer Jones
Data Integrity Manager
Melissa Coffman
Onboarding Manager
Pamela Boyd
Compliance Manager
David Clendennen
Investment Updates Manager
Jordan Williams
Operations Support Specialist Manager
