
Andrew B. Blackman, CPA/PFS/CFF, CFP®
Title: Senior Partner Company: Schulman Lobel LLP Location: New York, New York, United States Andrew B. Blackman, CPA/PFS/CFF, CFP®, Senior Partner at Schulman Lobel LLP, has been recognized by Marquis
Title: Senior Partner Company: Schulman Lobel LLP Location: New York, New York, United States Andrew B. Blackman, CPA/PFS/CFF, CFP®, Senior Partner at Schulman Lobel LLP, has been recognized by Marquis
Title: Head of Investment Banking Coverage and Municipal Securities Principal Company: Momentus Securities Location: Brooklyn, New York, United States Mikiyon W. Alexander, head of investment banking coverage and municipal securities
Title: Vice President and Business Banking Manager Company: Midstates Bank Location: Sioux City, Iowa, United States Brandon S. Krotz, CLBB, vice president and business banking manager at Midstates Bank, has
Title: 1) Founder and Chief Executive Officer; 2) Published Author Company: 1) The Selig Capital Group Location: Mill Valley, California, United States Randolph M. Selig, published author and founder and
Title: Principal and Financial Services Executive Company: DGS Consulting Location: Carlsbad, California, United States Donald Grant Stratford, Principal and Financial Services Executive at DGS Consulting, has been recognized by Marquis
Title: Owner Company: Gosserand & Fox Consulting LLC Location: Houston, Texas, United States Todd D. Gosserand, owner of Gosserand & Fox Consulting LLC, has been recognized by Marquis Who’s Who
Title: Chief Executive Officer Company: TreasuryPros Location: Westmont, Illinois, United States James J. Lenihan, chief executive officer at TREASURYPROS, has been recognized by Marquis Who’s Who Top Executives for dedication,
Title: Senior Managing Director Company: Forte Capital Group Location: New York, New York, United States Gabriel Cocinescu, senior managing director at Forte Capital Group, has been recognized by Marquis Who’s
Title: Strategy and Consulting Manager Company: Accenture Location: Atlanta, Georgia, United States Andre C. Walters, MBA, strategy and consulting manager at Accenture, has been recognized by Marquis Who’s Who Top
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
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