Wealth Management

Andrew Costa @andrewcosta

• Global Wealth Management
• Miami
• 10+ Years Experience

Chetan Goel @chetangoel

• Finance
• PricewaterhouseCoopers
• San Francisco
• 3 Years Experience

Appointments

Brittany Backer @brittanybacker

• Finance
• San Francisco
• 4 Years Experience

JE Poag @Jepoag

• Sales
• San Francisco
• 10 Years Experience

Ken Kamada @kenkamada

• CFO
• San Francisco
• 10+ Years Experience

Alfredo Campos @Alfredo92

• Sales
• San Francisco
• 3 Years Experience

Priyanshu Praveen @priyanshu.praveen

• Finance
• Chicago
• 3 Years Experience

Kara Schwartz @karaschwartz

• Marketing
• Bank of America
• San Francisco
• 7 Years Experience

Alba Vazquez @Giselle.V

• Finance
• San Francisco
• 6 Years Experience