Shafiq Kassam

Senior Managing Director

Katherine Martin

Director, Campus Recruiting & University Relations

Luc Damus

Outreach Consultant

Brenton McClanahan

Trust Processing Associate

Sumana Sengupta

Senior Data Analyst at Ed Savings

Louinie Rogers

Senior Customer Advocate Licensed

Prem Anandh Palaniappan

Product Manager

Peter Garvey

Senior Customer Advocate - Brokerage

Jameel Kalimah

Senior Consultant Financial Services

Asahia Smith

Wealth Advisor

Curtis Garraway

Desktop Engineer

Esteban Tafoya

Compliance Associate - FINRA Office Inspection

Valerio Irina

Financial Services Consultant

Jessica Hsieh

Sr. Content Developer | Wealth Change Management & Adoption

Shankar T

Senior Data Scientist / Machine Learning Engineer

Ayush Borse

Senior Consultant Premier

Simran Manjeet

Trust Administrator

Jimmy Lawson

Financial Services Consultant

Danna Turner

Proofreading Manager

Angie Jin

Managing Director, Internal Audit

Alex valerio

Business Continuous Improvement Mgmt

Rafael Alfaro

Individual Financial Consultant

Kyle Mahaffey

Manager, Compliance Officer

Melissa Trask

Account Services Analyst-Private Asset Management

Cole Rausch

Internal Audit AI Engineer

César Hernández Suárez

Financial Service Consultant

Morgan Staley

Director, HR Consulting Group

Anita Alwani

Financial Services Consultant

Paul Naso

Director, HRCG - Corporate Functions

Zachary Johnson

Fraud Operations Analyst

Brenda Mlambo

Financial Consultant

Gracia Tshiyoyi

Financial Services Consultant

Eric Michaud

Vice President Wealth Management Advisor

Toby Brown

Retirement Income Consultant

Joni C.

Business Manager

Seth Maggard

Financial Service Consultant

Ella Parker

Financial Consultant

Patrick Buffin

Client Services Manager II

Erik Tarpley

Director, Sales Enablement/B2B2C Practice Management Expert

Brett Beavers

Business Manager

Raunak Upreti

Financial Services Consultant

Jamie Minervini

Sr. Financial Service Consultant

Jacob Richardson

Advisory Consultant

Michael Winward

Manager, Vendor Management - Technology, Operations & Analytics

Karen Sone

Financial Service Consultant

Mary Wilson

Learning Specialist

Sravanthi Podagatlapalli

Senior Business Analyst / Functional Business Analyst

Angel Vargas

Wealth Management Client Relationship Manager

Yemi Osofowora

Customer Resolution Manager

Lesley LeForge

Business Management Specialist