Private Client Resources

0 followers

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The Power Behind Great UHNW Advisor/Client Interactions

Industries

Banking, Finance

Headquarters

Wilton, United States

Employees

51-200

Links

Org chart

Dillon Kenniston, CFP®

Director of Product Management

Francesca Lodge - Benedetti

Private Assistant to CEO

Kalyan R Raman

Chief Technology Officer

Samuel King

Chief Operating Officer

Peter Seidenberg

Chief Financial Officer

Brian Harkins

Head of Support

Vickie Lynn

Team Manager

William Hiza

Sr. VP, Client Experience

Dan Volz

Vice President Operations

Teams

Data Operations

5 members

Engineering

5 members

Leadership Team

6 members

Client Support and Solutions

3 members

Finance Team

3 members

Operations Team

2 members

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