Name: Colleen Betzler, cfp®, csep®

 Company: Mariner wealth advisors

 Job title: Partner & Senior Wealth Advisors en Mariner Wealth Advisors

 Country of Residence: United States

 Precise location: Greater New York City Area

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


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 People working at Mariner wealth advisors

Name
Job Title
Action
  Maury Wiles
Gerente de Relaciones Senior
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  Wesley Martin, cfp
CEO Gerente, Asesor Senior de Riqueza
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  Marty Bicknell
Fundador, associate y managere
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  Morgan Franke
Gerente de marketing
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  Pamela Thompson, cfa
Supervisor Gerente y Asesor Senior de Riqueza
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  Kelly Correll, cima®
Consultor de Riqueza
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  Colleen Betzler, cfp®, csep®
Partner & Senior Wealth Advisors en Mariner Wealth Advisors
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  Christopher Cook
SVP - Tecnología de la información
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  Christopher Koehler
Gerente Senior de Planificación Financiera
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  Andrew Kulha
Asesor de Riqueza
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  Lindsey Serrano, j.d.
Consultor Senior de Riqueza
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  David M. hill, cfp®
Asesor Senior de Riqueza
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  Suzanne Wheeler, cfp®, aif®, ceft?
Socio y Asesor Senior de Riqueza
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  Michael Chase, cfp®
Asesor de Riqueza
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  Amy Hamasaki, cfp®, ea
Asesor de Riqueza
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  Mary Rawe
Gerente de Oficina y Finanzas
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  Brian Olson
CEO de Soluciones Tecnológicas
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  Nolan Kamerer, cfp®
Asesor Senior de Riqueza
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  Ripan Paul
Asociado de Planificación Financiera
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  Patrick R. housen, cfp®
Socio y Asesor Senior de Riqueza
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  Alex Townsend
Ingeniero, Seguridad de la Información
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  Jeremy Welther, cfp®
Asesor Senior de Riqueza
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  Sara S.
CEO de Soluciones de Inversión
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  Jill Vivion
Gerente de Impuestos en Mariner Wealth Advisors
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  Bruce Kusmin
Cofundador
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  Nick Estey
Asesor de Riqueza
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  Charles F. fowler, cfa, cfp®, caia
Asesor Senior de Riqueza
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  Teresa Gerhardt
Asesor de patrimonio asociado
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  Lesley Schorgl
Analista Financiero Senior
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  Leigh Higgins
Asesor de riqueza
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  Kayla Moore
Asesor de patrimonio asociado
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  Erin Alexander
Impuesto de Gerente Senior
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  Cary Rothman
Asesor de riqueza asociado
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  Dawn Mcpherson, qpfc
Gerente de Practicas/Consultor del Plan de Jubilación
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  Matthew Diquollo, cfp®
ViceCEOe Regional
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  Aisling Carroll
Vicemanagere sénior, Programas de socios de referencia
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  Joe Marmorato
Gerente de Impuestos
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  Matthew Charles, cfp®
Asesor de patrimonio asociado
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  Jamie Weems, cfp®, ctfa
Asesor de Riqueza
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  Lee Feinerer, cfa
Asesor Senior de Riqueza
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  Jeff Foley
Vicemanagere Sr de Operaciones y Tecnología / CTO
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  Muhammad Karim
Asociado Senior de Planificación Financiera
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  Keith Plywaczynski, cfp®
Socio gerente
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  Jennifer becker
Consultor Senior de Riqueza
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  Joseph Ida
Consultor de riqueza
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  Bob Diquollo, pfs
Socio supervisor
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  Chad Hamilton
Vicedirectore de gestión de prácticas
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  Jonathon A. bresnen, cfa
Senior Wealth Advisor & Senior Portfolio director
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