Financial Planning

Tayane Gutierrez @tayanegutierrez

• Strider
• 5 Years Experience

Rasti Nikolic @rastinikolic

• Financial Analyst
• West Financial Services
• 10+ Years Experience

Andrew Costa @andrewcosta

• Global Wealth Management
• Miami
• 10+ Years Experience

George Peddle @georgepeddle

• Accountant
• Boston
• 10+ Years Experience

Simran Kaur @simran

• Financial Analyst
• Salesforce
• Fremont
• 10+ Years Experience

Grant Norwood @GrantNorwood

• Norwood Energy Corp
• Texas
• 0 Years Experience

Greg Washenko @gregwashenko

• 0 Years Experience

Jerry Jackintell @jerryjackintell

• Santa Barbara
• 0 Years Experience

Kylie Wocse @nocreditcheckloansguaranteed

• Financial Analyst
• No Credit Check Loans
• Toronto
• 5 Years Experience

Akansha Kapoor @akanshakapoor

• Finance
• Infosys
• Santa Clara
• 4 Years Experience

Ricky Leung @rickyleung

• Finance
• Santa Clara
• 10+ Years Experience

Christopher Fess @ChristopherFess

• Financial Analyst
• Fess Financial + Life & Legacy Financial
• Frisco
• 0 Years Experience

Jessica Zamarron @JessicaZamarron

• Accountant
• Lan Oxford
• Houston
• 0 Years Experience

Chait Gudiseva @chaitgudiseva

• Finance
• San Francisco
• 10+ Years Experience

Appointments

Louisa Kelli @guaranteedpaydayloans

• Financial Analyst
• Guaranteed Payday Loans
• Toronto
• 5 Years Experience

Shaliza Somani @shalizasomani

• Paramount Commerce
• Toronto
• 0 Years Experience

Majid Salehizadeh @majid

• Finance
• Prezi
• San Francisco
• 10+ Years Experience

Steve Slepcevic @SteveSlepcevic

• Autism Recovery
• California
• 0 Years Experience

Dean Vagnozzi @deanvagnozzi

• A Better Financial Plan
• Pennsylvania
• 0 Years Experience

Karen Ahern @KarenAhern

• Business Development
• VP of Human Resources Consulting
• Massachusetts
• 0 Years Experience

Dimitri Zafirov @dimitrizafirov

• Business Development
• H.E.C. Montréal in collaboration with Northwestern-Kellogg
• Los Angeles
• 0 Years Experience

George Otiono @georgeotiono

• Operations
• Dropbox
• San Francisco
• 8 Years Experience

Appointments

Lauren Kelley Meewes @laurenmeewes

• Customer Success
• Lafayette
• 10+ Years Experience

J. William McFarland, Jr @jwilliammcfarlandjr

• SmithMack, LLC
• Birmingham
• 0 Years Experience

Robin Taliaferro @robintaliaferro

• Corporate Officer Tax Strategies - LLC
• California
• 0 Years Experience