Name: Dan Pennise cfp

 Company: Commonwealth financial network

 Job title: Representante Asesor de Inversiones

 Country of Residence: United States

 Precise location: Rochester, New York Area

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


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 People working at Commonwealth financial network

Name
Job Title
Action
  W. Bradford mcmillan, cfa, caia, mai
CEO Gerente, Oficial Jefe de Inversiones
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  Angela Whitney
Planificador de conferencias y eventos
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  Ali M.
Reclutador de Recursos Humanos y Eexperta en Programas
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  A. Roy fuller clu, chfc, aep, aif
Asesor financiero
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  Amy Santarelli
ViceCEOe - Asesor de Riqueza, Ernst finance Group
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  Timothy Schoeffler
PLANIFICADOR FINANCIERO CERTIFICADO?
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  Mike La vita, cmp
Sponsor Program director, Senior Planner
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  Joseph Deitch
CEOe
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  Meghan Powell
Chief Operations managerrdinador superior, conferencias y eventos
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  Bill Beck
Asesor financiero
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  Brian Sullivan
Vicedirectore Senior/director de Marketing
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  Peter Roberto
Analista de Investigación de Equidad
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  Derek Anderson
Supervisor, Advisory certifications
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  Brad Helsen
Supervisor de Operaciones
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  Sarah Kaplan cfp®, rhu, aif®
Consultor Financiero
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  Malissa Wood, cmp
Planificador Junior, Conferencias y Eventos
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  Heidi Detmer
Asesor financiero
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  Karen Tucker
Vicemanagere, Conferencias y Eventos
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  Andy Lucking, cfp®
Planificador Financiero Certificado
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  Nancy Dibattista
ViceCEOe de Operaciones de Transición y Desarrollo sobre el Terreno
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  Jonelle Allen
Analista de integridad de datos
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  Matt Surette
Supervisor de Gestión de Proyectos
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  John Farrell, crpc®
Asociado de Cumplimiento de Normas
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  Dan Pennise cfp
Representante Asesor de Inversiones
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  Cynthia jeffries, cfe, crcp
Director, Cumplimiento
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  Mike Callahan
Asociado de Consultoría de Inversiones
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  Thomas M. williams, cfp®
CFP
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  Michael L. stone
Associate y fundador de Milestone Investment Management LLC
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  Brian Price, cfa
SVP, Gestión de Inversiones e Investigación
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  Monica Muñoz
Egurua en apoyo a las operaciones de nivel 2/Centro de Servicios
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  Lina Bowman
Gerente de Riqueza
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  William Richardson, crc
Asesor financiero
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  Mike Triana, crps®
Consultor IRA, Servicios de Consultoría de Jubilación
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  W. Michael sanders
Asesor de Riqueza CFP®, ChFC®, CLU
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  Ryan Mcnamara, clu®, chfc®
Asesor de Cumplimiento de Normas
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  Andy Bauer, cfp, cfs
Gerente de Riqueza
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  Jeffrey R. migneault, chfc®, aif®, clu®, msfs
Asesor financiero
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  Dennis D. coughlin, cfp®, aif®
CFP, AIF
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  Jennifer Franco
Vicedirectore, Servicios de Cuentas
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  Lauren Alvernaz
Supervisor, Operaciones de Marketing
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  Michael Patrakis
Consultor Financiero
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  Kristen Malone johnson, cmp
Gerente de Conferencias y Eventos
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  Laura Frank
Analista de sistemas empresariales
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  Mike S.
Administrador de SharePoint y arquitecto de soluciones en la nube
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  Dave Spinale
Consultor de desarrollo sobre el terreno
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  Melissa Klemowitz
Asesor de Cumplimiento - Auditoría de Sucurbiz dev
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  Andrew Park
Vicedirectore de Soluciones de Aplicaciones
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  Michael Legacy, aif®
Asesor de Cumplimiento de Normas, Vigilancia
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  Jessica M. figueroa
Asesor de suscripción
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  Chip Roe, cfp®, crpc®, crps®
Representante Asesor de Inversiones
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