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wealth-management-targets

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Outreach List: Wealth Management Targets

Filter Criteria

segment_tags contains ‘wealth-mgmt’ | Sorted by strategic_value_score DESC

Contact Count: 21

Generated: 2026-03-26 17:23

Contacts

#NameCompanyPositionLinkedInTierWarmthStrategicSegmentLast ContactRecommended Angle
1Daniel Idźkowski 🇵🇱/🇺🇸I.D.I.T. - Single Family OfficeChief Investment OfficerprofileA3525wealth-mgmt2025-11-10 02:34:27Position data security and DR verification as fiduciary risk reduction
2Cameron BurgessArmillariaCEO & Co-FounderprofileB2025startup, wealth-mgmt2024-12-18 08:13:18Position data security and DR verification as fiduciary risk reduction
3Manuel SaezGrizzly IndustrialDirector of ProductsprofileB525wealth-mgmtPosition data security and DR verification as fiduciary risk reduction
4Kristin Keffeler, MSM, MAPPJFG Family OfficeChief Learning OfficerprofileC-1025wealth-mgmtPosition data security and DR verification as fiduciary risk reduction
5Amanda BakerEthicDirector, Family Office SolutionsprofileC-1025wealth-mgmtPosition data security and DR verification as fiduciary risk reduction
6Astrid SotoPrivate Family OfficeChief Investment OfficerprofileC-1025wealth-mgmtPosition data security and DR verification as fiduciary risk reduction
7Pankti ShahEP Wealth AdvisorsHead of People Operations, PartnerprofileC-1025connector, wealth-mgmtPosition data security and DR verification as fiduciary risk reduction
8Darby Pavlasek, SPHRCelaneseGlobal Director, Human Resources - Engineered Materials (P&L, S&OP and T&I)profileC-1025wealth-mgmtPosition data security and DR verification as fiduciary risk reduction
9Brian HoffsteinPendragon Family OfficeChief of StaffprofileC-1025wealth-mgmtPosition data security and DR verification as fiduciary risk reduction
10Robert SvestkaEquitable AdvisorsFinancial AdvisorprofileC515connector, wealth-mgmtPosition data security and DR verification as fiduciary risk reduction
11John McCaffrey1847FinancialFinancial AdvisorprofileC015connector, wealth-mgmt2025-08-25 19:35:35Position data security and DR verification as fiduciary risk reduction
12Wassim MalikTA AssociatesFinancial AdvisorprofileC015connector, wealth-mgmtPosition data security and DR verification as fiduciary risk reduction
13Ben Brewster, CFP®Edward JonesFinancial AdvisorprofileC015connector, wealth-mgmt2022-07-13 20:19:07Position data security and DR verification as fiduciary risk reduction
14Filipe DelvauxDelvaux Wealth ManagementAdvisorprofileD-1015connector, wealth-mgmtPosition data security and DR verification as fiduciary risk reduction
15Samim SyedDigital Wealth PartnersWealth AdvisorprofileD-1015connector, wealth-mgmtPosition data security and DR verification as fiduciary risk reduction
16Jay BragdonMontis FinancialSenior Financial AdvisorprofileD-1015connector, wealth-mgmtPosition data security and DR verification as fiduciary risk reduction
17Shannon DobbsRegenerative Impact Alliance (RIA)Co-Founder & TreasurerprofileA4010startup, wealth-mgmt2025-11-10 01:54:55High-warmth — schedule a coffee chat or voice note to deepen the relationship
18Dave BetkeDo Better MarketingMarketing Triage Creator & Purpose-Ecosystem DesignerprofileB2510wealth-mgmt2025-11-14 19:10:17Position data security and DR verification as fiduciary risk reduction
19Christian Fu MüllerSementes - Núcleo de Capacitação Pessoal e ComunitáriaRegenerative Strategy LeadprofileD-1010wealth-mgmtPosition data security and DR verification as fiduciary risk reduction
20Dr Gareth ThompsonImperial College Healthcare NHS TrustSustainability Clinical & Innovation LeadprofileD-1010wealth-mgmtPosition data security and DR verification as fiduciary risk reduction
21Linda Henning Gansler, MSW. LCSWTriad Adoption Consultants, Inc.Child Placement SupervisorprofileD-1010connector, wealth-mgmtPosition data security and DR verification as fiduciary risk reduction

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