Name: Joshua Wichman, cfp®

 Company: United Capital Financial Advisers, LLC

 Job title: administrador de patrimonio

Website of the company : unitedcp.com / Size of the company : sign up to find out


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 People working at United Capital Financial Advisers, LLC

Name
Job Title
Action
  Eric Kearney
Directordinador de marketing
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  David A. hughes, cfp®, cfa
Gerente Senior de Riqueza
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  Engele, Paul
Administrador de implementación
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  Miyuru Seneviratne
Supervisor - servicios e infraestructura de saas
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  Julie Finney, cfp®, crpc®, flmi
Gerente General de Riqueza
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  Jenny Robertson
Sr. director de operaciones
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  Tiffany Taylor
Administrador de servicios de operaciones
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  Mike Capelle
Supervisor de plataforma (supervisor de estrategia anterior, servicios de riqueza y cabeza de im)
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  Keenan Mcneace
Supervisor de Operaciones
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  Philip W. bland
Consultor senior de negocios - finlife partners
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  Clara Villalobos
Vp, gestión del desempeño de los asociados de negocios
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  Matt Bennett, cfp®, ms
Gerente General de Riqueza
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  Mike Herman
Supervisor de Cumplimiento
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  Edward Kummer
Supervisor de Marketing
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  Priya Ashokkumar, cism
Analista de seguridad de la información
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  Greg Schoenfeld, cfp®
Supervisor General
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  Ronald Floyd, cfp
Supervisor General
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  Joshua Wichman, cfp®
Administrador de patrimonio
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  Kevin Mcloughlin, cfp®
Gerente de Riqueza
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  Bret Livingston
Vp, desempeño de los socios
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  Greg Schoenfeld, cfp®
Supervisor General
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