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    Book1

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    5 views9 pages

    Book 1

    Uploaded by

    aarizk1124

    Copyright:

    © All Rights Reserved
    Download as XLSX, PDF, TXT or read online from Scribd
    Flag for inappropriate content
    of 9

    S. no.

    Name Company Name Country Contact


    1 Nancy Marijan Bartlett Wealth Management USA 312.588.7782
    2 Maggie D. Spataro Bartlett Wealth Management USA 513.345.6217
    3 Matt P. Whalen Bartlett Wealth Management USA 513.345.6254
    4 Robert Wellington Americana Partners USA
    5 Amy Lawler Americana Partners USA
    6 Jane Eagle evoke advisors USA 424-320-9548
    7 Jose Garcia evoke advisors USA
    8 RACHEL BOYELL Cassaday & Company USA
    9 SARAH MOUSER Cassaday & Company USA
    10 JUSTIN HARRIS Cassaday & Company USA
    11 Brian Chastain CFO4Life USA 214.637.9502
    12 Levi McMellian CFO4Life USA 214.637.9501
    13 Jeff Kalapos Coastal Bridge Advisors USA 203-987-6132
    14 Julie Streenz Coastal Bridge Advisors USA 323-686-7129
    15 Jonathan Chan Wilson Sonsini Goodrich & Rosati USA
    16 Martin Buehler Vestor Capital USA 312-641-2400
    17 Yvan Cardenas Swissquote Switzerland
    18 HISHAM ALAKIL Bank Albilad Saudi Arabia
    19 Jad Mills Wilson Sonsini USA 206-883-2554
    20 Jillian C. Beck hoganlovells USA 713 632 1465
    21
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    Mail Position
    nmarijan@bartlett1898.com Manager
    MSpataro@Bartlett1898.com Senior Marketing Manager
    mwhalen@bartlett1898.com Director of Information Technology
    rwellington@americanapartners.com Chief Financial Officer
    alawler@americanapartners.com Senior Vice President
    jeagle@evokeadvisors.com Chief Financial Officer
    Jgarcia@evokeadvisors.com Chief Technology Officer
    rachel@cassaday.com DIRECTOR OF INVESTMENT STRATEGY
    sarah@cassaday.com DIRECTOR OF FINANCIAL PLANNING
    harris@cassaday.com SENIOR PARTNER
    brian.chastain@mycfo4life.com CIO
    levi.mcmellian@mycfo4life.com CEO
    JKalapos@coastalbridgeadvisors.com Chief Investment Officer
    jstreenz@coastalbridgeadvisors.com Chief Operating Officer
    jonchan@gmail.com Partner
    mbuehler@vestorcapital.com Chief Executive Officer
    cardenasy@swq.ch Chief Financial Officer
    alakilh@bankalbilad.com Chief Financial Officer
    jmills@wsgr.com PARTNER
    jillian.beck@hoganlovells.com PARTNER
    company url client linkdin
    https://bartlett1898.com/
    https://bartlett1898.com/
    https://bartlett1898.com/

    https://www.evokeadvisors.com/
    https://www.evokeadvisors.com/
    https://cassaday.com/ https://www.linkedin.com/in/rachel-boyell-cmfc%C2%AE-48936941?authType=NAME
    https://cassaday.com/ https://www.linkedin.com/in/sarahboydcfp?authType=name&authToken=zlzz&trk=pr
    https://cassaday.com/ https://www.linkedin.com/in/justin-harris-cfp%C2%AE-cmfc-8b4ab06?authType=NAM
    https://www.mycfo4life.com/
    https://www.mycfo4life.com/
    https://www.coastalbridgeadvisors.com/
    https://www.linkedin.com/in/jeffrey-kalapos-8838b1181/
    https://www.coastalbridgeadvisors.com/
    https://www.linkedin.com/in/juliestreenz/
    https://www.linkedin.com/in/jonathanchan1?lipi=urn%3Ali%3Apage%3Ad_flagship3_profile_view_base_contact_details%3BI
    https://vestorcapital.com/
    https://www.swissquote.com/ https://linkedin.com/in/yvan-cardenas
    https://www.bankalbilad.com/en https://linkedin.com/in/hishamalakil
    https://www.wsgr.com/
    https://www.hoganlovells.com/
    936941?authType=NAME_SEARCH&authToken=FDl9&locale=en_US&trk=tyah&trkInfo=clickedVertical%3Amynetwork%2CclickedEntityId
    e&authToken=zlzz&trk=prof-sb-browse_map-name
    -8b4ab06?authType=NAME_SEARCH&authToken=ZXwX&locale=en_US&srchid=2716352411487192311679&srchindex=1&srchtotal=1&tr

    base_contact_details%3BImRuQ2IuT8O8O31buMqQXw%3D%3D
    work%2CclickedEntityId%3A147200361%2CauthType%3ANAME_SEARCH%2Cidx%3A1-1-1%2CtarId%3A1487177838512%2Ctas%3ARache

    ndex=1&srchtotal=1&trk=vsrp_people_res_name&trkInfo=VSRPsearchId%3A2716352411487192311679%2CVSRPtargetId%3A20633608%
    38512%2Ctas%3ARachel%20Boyell

    PtargetId%3A20633608%2CVSRPcmpt%3Aprimary%2CVSRPnm%3Atrue%2CauthType%3ANAME_SEARCH
    Bartlett Wealth Management
    Americana Partners
    Cassaday & Company
    evoke advisors
    Wilson Sonsini Goodrich & Rosati
    Coastal Bridge Advisors
    CFO4Life
    Vestor Capital

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