
Mark B. Sutton, CFP
Title: Private Wealth Advisor Company: Sutton & Associates, Private Wealth Advisory Practice of Ameriprise Financial Services LLC Location: Cincinnati, Ohio, United States Mark B. Sutton, CFP, private wealth advisor at

Title: Private Wealth Advisor Company: Sutton & Associates, Private Wealth Advisory Practice of Ameriprise Financial Services LLC Location: Cincinnati, Ohio, United States Mark B. Sutton, CFP, private wealth advisor at

Title: Senior Director and Global Head of Transfer Pricing Company: Fiserv Inc. Location: Randolph, New Jersey, United States Rakhi Bhattacharya, MBA, MS, senior director and global head of transfer pricing

Title: Senior Managing Director Company: Evercore Location: New York, New York, United States James Carlyle West, senior managing director at Evercore, has been recognized by Marquis Who’s Who Top Executives

Title: Vice President Company: TD Bank Location: Upper Marlboro, Maryland, United States Brandon L. Rainer, vice president at TD Bank, has been recognized by Marquis Who’s Who Top Executives for

Title: Chief Financial Officer Company: Catalyst Orthodontic Group Location: Overland Park, Kansas, United States Karen Frye, chief financial officer (CFO) at Catalyst Orthodontic Group, has been recognized by Marquis Who’s Who

Title: Managing Partner Company: Trueblood Wealth Management Location: Lima, Ohio, United States Phillip Trueblood, Managing Partner at Trueblood Wealth Management, has been recognized by Marquis Who’s Who Top Executives for

Title: Chief Executive Officer Company: Total Partners, LLC Location: Tulsa, Oklahoma, United States Scott E. Thomas, chief executive officer at Total Partners, LLC, has been recognized by Marquis Who’s Who

Title: Financial Services Representative, Registered Representative, and Investment Advisor Representative Company: Vision Financial Group Location: Amherst, New York, United States Jordan J. Kessel, financial services representative, registered representative, and investment

Title: 1) Chief Financial Officer; 2) Founder Company: 1) Specoil, LLC; 2) Cosmos Chemical Location: Houston, Texas, United States Franco A. Folgado, CPA, chief financial officer at Specoil, LLC and

Title: Chief Financial Officer and Head of Business Operations Company: Aetna Forwarding Inc. Location: Winthrop, Massachusetts, United States Maxwell Mulholland, Chief Financial Officer and Head of Business Operations at Aetna

Title: Registered Principal, Financial Advisor, and Certified Financial Planner Professional Company: LPL Financial Location: Bluffton, South Carolina, United States Michael G. Botwinick, registered principal, financial advisor, and certified financial planner

Title: Chief Executive Officer Company: Demand Derivatives Location: New York, New York, United States Robert Krause, chief executive officer at Demand Derivatives, has been recognized by Marquis Who’s Who Top

Title: 1) Chief Financial Officer; 2) Professor Company: 1) KCCDD, Inc.; 2) Knox College Location: Galesburg, Illinois, United States Jeffrey N. Gomer, chief financial officer at KCCDD, Inc. and professor

Title: Financial Advisor Company: Cambridge Investment Research, Inc. Location: Lexington, South Carolina, United States Gregory S. Bingel, financial advisor at Cambridge Investment Research, Inc., has been recognized by Marquis Who’s

Title: Founder and Chief Executive Officer Company: Vital4 Location: Marietta, Georgia, United States Kristin L. Stafford, the dynamic founder and CEO of Vital4, has earned esteemed recognition from Marquis Who’s

Title: Capital Solutions Officer Company: Mosaic Insurance Location: Bethesda, Maryland, United States Oz Haque, Capital Solutions Officer at Mosaic Insurance, has been recognized by Marquis Who’s Who Top Executives for

Title: Senior Loan Officer Company: Movement Mortgage Location: Havertown, Pennsylvania, United States Terry Kravaris, senior loan officer at Movement Mortgage, has been recognized by Marquis Who’s Who Top Executives for

Title: Vice President and Branch Manager Company: Zions Bancorporation, N.A. Location: Los Angeles, California, United States Caitlin Chen, vice president and branch manager at Zions Bancorporation, N.A., has been recognized


Title: Managing Director Company: Wedbush Securities Location: Cross River, New York, United States Christopher Hayes, managing director at Wedbush Securities, has been recognized by Marquis Who’s Who Top Executives for

Title: Managing Director Company: Keefe, Bruyette & Woods Location: Harrison, New York, United States Patrick Ryan, a longstanding financial industry professional, has been recognized by Marquis Who’s Who Top Executives
Corporate Address:
350 RXR Plaza
Uniondale, NY 11556
Alternate Address:
51 John F Kennedy Pkwy Fl
West Short Hills, NJ 07078-2704
Phones:
1 (908) 673-0100
1 (908) 279-0100
Toll Free: 1 (844) 394-6946
E-mail:
[email protected]
or
[email protected]
Hours:
Mon – Thu: 9:00 AM – 5:30 PM
Fri: 9:00 AM – 4:30 PM