Name: Kelly Trevethan

 Company: United capital financial partners, inc

 Job title: CEO General

 Country of Residence: United States

 Precise location: San Francisco Bay Area

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 partners, inc

Name
Job Title
Action
  Chris Badciong
Asesor de Riqueza
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  Jason Rosener
Supervisor General
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  Mitch Lannon
Gerente de Relaciones
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  Jennifer Bond huisking, cfp®, ricp®
Gerente de Riqueza
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  Shane Sullivan, cfp®
Supervisor General
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  Paul Swenson
Asesor de Riqueza
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  Kelly Trevethan
Supervisor General
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  Kimberly Chmielewski
Supervisor de Operaciones
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  Terry J. siman
Supervisor General
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  Brian Church
Consultor Senior de Negocios
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  Catherine Humbert, cfa, cfp®
Supervisor General
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  Zachary Slafsky
Analista de desarrollo de productos
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  Doug Wheat
Gerente de Riqueza
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  Jason Bremer
CEO General
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  Sai Srinivas m
Desarrollador UI/React
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  Eric White
Analista de Inversiones
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  Eric Lee
Director General
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  Andrew Frey, cfa
Gerente Senior de Portafolios y Analista de Inversiones
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  J. Mark rawlings, cfp®
CEO General
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  Samantha Moore
Gerente, Personas y Organización
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  Kathryn Stromberg
Gerente de Relaciones
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  Mimi Schanzlin, cfp®
Supervisor General
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  Eileen Heaney
Gerente de Relaciones Senior
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  Rob Hoxton, cfp®,aif
Supervisor General
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  Jonathan Blumenthal cfp
CEO General
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  William Swearingen
CEO General
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  Chad Mcpherson, cfp®, clu®
Gerente de Riqueza
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  Vanessa Mariano
Supervisor de Operaciones
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  Mouna Pyneni
Egurua Superior en Operaciones de Inversión
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  Eric Hutchinson, cfp®
Supervisor General
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  Robert B. wolfe, cfp®, cbec®
Supervisor Gerente, Planificador Financiero CERTIFICADO? ,
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  Amanda Pilkerton, cfp®
Gerente de Riqueza
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  Kris Cheh beck
Oficial Jurídico Jefe
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  Sam Schlesinger
Gerente de Relaciones Senior
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  Mark Manning
CEO General
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  Jared Davis, cfp®
Asesor de Riqueza
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  Erik Golden
Ingeniero de coding
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  Mindy Teplitskiy
Director, Oficinas Regionales
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  Berend Van roijen, cfa, caia
Supervisor de Investigación de Inversiones
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  Monalynd Young
Gerente de Relaciones Sr.
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  Cynthia Alcala
AVP, Optimización del Crecimiento
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  Ashley Stoker ?
Gerente de proyecto, Rendimiento de la oficina empresarial
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  Steve Reder
SVP, Jefe de Crecimiento de la Asociación
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  Sandra White, cfp, cfs
Supervisor General
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  Luke Melms
Asociar
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  Derek Mccauley
Vicedirectore Asociado, Plataforma e Integraciones
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  Tiffany Gordon
Supervisor General
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  Joe Duran
Fundador y associate
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  Eric Lewis, cfp®,cfa
Asesor Financiero y Oficial Jefe de Inversiones
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  Chris Johnson
Supervisor General
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