Name: James Longinotti, cfa, cfp®

 Company: Cresset wealth advisors

 Job title: supervisor

 Country of Residence: United States

 Precise location: San Francisco, California

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


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 People working at Cresset wealth advisors

Name
Job Title
Action
  Michael Pinckney
Socio y Asesor de Riqueza
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  Mark Guinney
CEO Gerente de Estrategias de Inversión
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  Tyrone Christian stephens
Socio y viceCEOe
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  Scott Winget
Supervisor Gerente Senior de Family Enterprise Consulting
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  Jacki Polancic
Vicedirectore de marketing
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  Robert Pagliuco
Supervisor de Cumplimiento
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  Eva Cerritos greene
Gerente de Oficina y director de Planificación de Eventos
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  Tom Crotty
Supervisor Gerente, Servicios CFO
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  Martim De arantes oliveira
CEO Gerente Regional
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  Christopher Kalafatis
Socio y supervisor Gerente
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  Paul Meyer
Socio y supervisor Gerente
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  Jeff Cismoski, cfp®, cpwa®
Asesor de Riqueza
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  Adam Strauss, cepa
Socio y director General
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  Jeremy Shevlin, cfa cfp
Supervisor Gerente Regional
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  Michael Cole
Supervisor Ejecutivo
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  Douglas P. regan
Socio Fundador y CoCEOe
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  Avy Stein
Fundador y directore
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  Victor A. espinosa
Socio y CEO Gerente, Ventas Nacionales, Región Oeste
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  John Schriver, cfa, caia
Socio, supervisor General
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  Bob Dunkin
Socio y director Gerente Regional
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  Linda Litner
Supervisor Gerente Regional
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  Eric Becker
Fundador y directore
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  James Longinotti, cfa, cfp®
CEO
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  Keerthi Yalamanchili
Pasante
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  Jill Shipley
CEO Gerente Senior y Socio
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  Marcia Urban
Director Gerente, Estratega de Riqueza
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  Ruthie Casey
Asociado de Marketing
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  Jack Ablin, cfa
Socio Fundador y CEO de Inversiones
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  Emily I. dedmon
Eexperta en relaciones con clientes
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  Zachary Bindler
Socio y asesor financiero
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  Will Hoesley
Jefe de Gabinete del CoCEOe
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