Osaic

4 followers

‌

Osaic provides the support, resources, and community designed for the future of wealth management.

Industries

Enterprise Software, Investment Management

Headquarters

Phoenix, United States

Employees

1,001-5,000

Links

Org chart

James Price

Chief Executive Officer

James Price

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Jason Gerb

Chief Regulatory Officer

Dimple Shah

Evp, Advisor Growth And Platform Solutions

Tim Hodge

Executive Vice President Trading And Operations

Clayton Chandler

Chief Data And Analytics Officer

Holger Kunst

Chief Information Officer - Osaic Institutions

Iryna Northrip

Svp, Chief Compliance Officer, Investment Advisory

Bill Feiler

Senior Vice President, Product Sales

Jeffrey Green

Chief Human Resources Officer

Greg Cornick

President, Advice And Wealth Management

Brad Chambers

Senior Vice President, Wealth Management Solutions

Ali Lodhi

Vice President Finance

Susan E. Owens

Vice President, Financial Planning

Peter Wang

Registered Principal Of General & Municipal Securities

Robert Connor

Head Of Corporate Finance

Neal Slafsky

Managing Director, Head Of Office

Kristy Britt

Chief Financial Officer

Teams

+40

Leadership Team

43 members

+21

Finance and Accounting

24 members

+11

Business Development and Sales

14 members

+12

Human Resources and Compliance

15 members

+10

Marketing and Communications

13 members

Data Management and Analysis

11 members

Offices

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