Name: Dave Fernandez, cfa, cfp®

 Company: Captrust

 Job title: Vicemanagere | Asesor Financiero

 Country of Residence: United States

 Precise location: San Francisco, California

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


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 People working at Captrust

Name
Job Title
Action
  Judith Pomper, jd, shrm-scp, phr
Generalista, Recursos Humanos
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  Bonnie Mccullough
Supervisor financiero
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  Ron Price
Gerente de relaciones
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  Nicholas Brezinski, cissp
Oficial de Seguridad de la Información
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  Clark Kerschner
Consultor de gestión de clientes
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  Jared Milhoan
Gerente de Relaciones de Asesor Financiero
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  Shannon Bostic
Asociado administrativo
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  Eric Bailey
CEO | Asesor financiero
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  Pat Bills
Vicedirectore, asesor financiero
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  Claude Molosiu, cfa
ViceCEOe | Asesor financiero
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  David Hood
Supervisor Senior
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  David Hansen
Vicedirectore Senior, Asesor Financiero
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  Veronica Karas, cfp®
ViceCEOe | Asesor Financiero
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  Ted Lew, cfp®
Vicemanagere/Asesor Financiero
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  Elyse Earwicker
Marketing Asociado
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  Mark Fearigo, cfp
ViceCEOe sénior | Asesor financiero
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  Chris Jeppson
Asesor financiero
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  Vivian Houchens
Senior supervisor | Servicios de Implementación | Consulting Research Group
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  Ana Maria stines, cf apmp
Eexperta en Propuestas | Desarrollo de Negocios y Marketing
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  Andrew Shimp
Vicedirectore Senior | Asesor Financiero
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  Kim Huppertz
Gerente de Relaciones, QKA
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  Robert Jones
Asociado Senior
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  David Goldberger, cfp®
Asesor financiero
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  Brian L. vandenbrink, cima®
Socio gerente / consultor de inversiones
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  John D. curry
CEO de Marketing
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  Sydney Jennings
Asesor Financiero | Relationship supervisor
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  Ben Goldstein
Director de operaciones
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  Errol Andrew hau
Vicedirectore Senior
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  Karen Casillas, aif®, cpfa, cfs
Vicedirectore
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  Jim Edwards
Principal | Asesor Financiero
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  Lori Dillingham, qka, qpa
Supervisor - Operaciones del Plan de Jubilación
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  Ryan Leach
ViceCEOe Asesor financiero
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  Ray White
Confidential job position
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  Bob Jones
Vicedirectore senior, asesor financiero
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  Taria Agbelusi, cpfa
Gerente de Relaciones de Asesor Financiero
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  William Paxton, j.d., cfp®
ViceCEOe Senior, Asesor Financiero
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  Dave Fernandez, cfa, cfp®
Vicemanagere | Asesor Financiero
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  Patrick K. marlatt
Vicedirectore
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  Megan Cutter
Asociado, Soporte de asesor/Marketing
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  Reed Mccoy
Asociado senior, servicios profesionales
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  Dan Maclachlan
Líder del equipo
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  Debbie Tucker
Consultor de gestión de clientes
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  Jessica Johnson
Transferencia de cuentas y analista de cuentas nuevas
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  Ellen R. shaer, cfa
Estratega senior de inversiones
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  Kyle Gaul csm, cspo
Gerente Senior, Analista de Negocios
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  Brodie Barnes
Director, Asesor Financiero de CAPTRUST
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  William Bryan blair, cfp®
Asesor financiero
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  Trae Cole
Asesor Financiero, Grupo de Apoyo del Asesor de CFP®
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