Name: Lacey Mulroy

 Company: United Capital Financial Advisers, LLC

 Job title: gestor de relaciones con clientes

 Country of Residence: United States

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
  Cody Hooten
Asesor gerente de relaciones (a.r.m.)
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  Tabitha Letourneau meyerer, cfp®
CEO ejecutivo
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  Eileen Heaney
Administrador de relaciones
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  Libby Zimmer
Supervisor de operaciones
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  Stephen Tuckwood, cfa
ViceCEOe - gestor de cartera
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  Johnny Hickman
Asociado de operaciones
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  Matt Davis, cfp®
Gerente de relaciones
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  Tim Harder, cfa
Director ejecutivo
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  Mindy Teplitskiy
Supervisor de Gestión de la Oficina Regional
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  Adam Boykin
Supervisor de formación
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  Tyson Lokke
Administrador de relaciones
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  Ed Sobel
Director del equipo de ventas
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  Rene Valenzuela, cfp®
Administrador de relaciones
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  Brian Frack
Administrador de relaciones
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  Gene Balas, cfa
ViceCEOe, gestor de cartera
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  Alexander Yi
Administrador de relaciones
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  Jacob Loosle, cfp®
Administrador de relaciones
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  Jay W. penn
CEO ejecutivo, nuevas asociaciones
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  Keira Espada
Administrador de relaciones
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  Elyse Costanzo
Administrador de relaciones
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  Ryan Felde, cfa
Gestor de cartera
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  Edward Giese
Administrador de patrimonio
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  Sam Miller, cfa
ViceCEOe
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  Brandon Moss, cfp®
Experiencia de cliente de vicemanagere
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  Tony Blagrove, cfa, cfp®
Supervisor ejecutivo
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  Sue Tarantino , sphr, six sigma
La asociación de Líder de Negocios de Recursos Humanos para impulsar estrategias de recursos humanos que respalden los objetivos de la organización, desarrollen talento y hagan participar a los
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  Steven Fu, cfa
Avp, finanzas
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  Vinit Harichandra
Sr. supervisor servicios de socios y reporting
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  Compliance Uc
Cumplimiento
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  Brooke Mcleod, cfp®
Administrador de relaciones
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  Jon Holmgren
Supervisor de Operaciones de United Capital spend Advisers, Girard Securities
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  Andrew Blass
Supervisor ejecutivo
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  Konrad Brown
Asesor patrimonial
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  Brian Mcdowell, cfa
Director ejecutivo
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  Dezaree Seeds
Administrador de relaciones
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  Chase Attwood
Administrador de relaciones
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  Thad Dunn, cfp ®
Supervisor ejecutivo
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  Kris Cheh beck
SVP, Chief Legal supervisor & Corporate Secretary
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  Casey Barclay
Contador de personal
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  Lacey Mulroy
Gestor de relaciones con clientes
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  Christopher Dorsey, cfa, msf
Gestor de cartera
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  Krystal Zimmerer, cfp®
CEO, desarrollo de productos
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  Olivia R. vaccaro
Administrador de relaciones
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  Stan Corey, cfp®, cpwa®
Supervisor ejecutivo
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  Rosemary G. caligiuri
Supervisor ejecutivo
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