Top 50 Financial Services Companies in Boulder

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Below is the list of Top 50 Financial Services Companies in Boulder ranked based on company size, client reviews, services, and awards.

Financial Services Companies in Boulder

1. Cross Country Mortgage Corp

Industry: Financial Services

Location: Boulder, Colorado

Company Size: 11-50

Company Address: 4450 Arapahoe Avenue, Boulder, Colorado, United States

Cross Country Mortgage Corp Contact Details

Name Title LinkedIn Phone Email
James Nichols Regional Vice President
Zak Raffel Mortgage Advisor
Michael Schwartz Mortgage Loan Officer
Matt Koehlinger Loan Originator
John Asseff Branch Manager
Victoria Dowling National Renovation Sales Manager
Joy Burger Senior Mortgage Underwriter
Requires/Intent and 24 more Employees
Accounting Services
Business Strategy & Growth Consulting
Loan Origination & Servicing Platforms
Technology Consulting
and more

2. Premier Members Credit Union

Industry: Financial Services

Location: Boulder, Colorado

Website: pmcu.org

Company Founded: 1959

Company Size: 201-500

Company Address: 5505 Arapahoe Avenue, Boulder, Colorado, United States

Premier Members Credit Union Contact Details

Name Title LinkedIn Phone Email
Carolina Mlo Licensed Mortgage Loan Originator
Bryant Pryor Mortgage Loan Officer
Timothy Dever Loan Officer
Carolina Originator Licensed Mortgage Loan Originator
Andrea Balazs Corporate Social Responsibility
Jason Bauer Chief Marketing Officer
Amanda Kutzler Branch Manager
Requires/Intent and 48 more Employees
Loan Origination & Servicing Platforms
Hedge Fund & Private Equity Consulting
Cybersecurity & Data Protection
Digital Payment & Subscription Solutions
and more

3. Crestone Capital Advisors

Industry: Financial Services

Location: Boulder, Colorado

Website: crestonecap.com

Company Founded: 1991

Company Size: 11-50

Company Address: 1048 Pearl Street, Boulder, Colorado, United States

Crestone Capital Advisors Contact Details

Name Title LinkedIn Phone Email
Ronda Vitrano Managing Director - People And Culture
Matt Wiles Chief Operating Officer
Jeffrey Burney Managing Director, Shareholder
Lina Yesaulov Administrative Assistant
David Griesbauer Business And Technology Consultant
Matt Walker Associate
Susan Braun Executive Assistant
Requires/Intent and 12 more Employees
Customer Relationship Management (CRM)
Loan Origination & Servicing Platforms
Branding & Public Relations
and more

4. Neat Capital

Industry: Financial Services

Location: Boulder, Colorado

Website: neatcapital.com

Company Founded: 2015

Company Size: 51-200

Company Address: 2560 55th Street, Boulder, Colorado, United States

Neat Capital Contact Details

Name Title LinkedIn Phone Email
Jimmy Izzo Business Development Specialist
Catherine Arterburn Director Of On-boarding Operations
Ellie Tonev Client Coordinator
Lauren Thomas Sales
Michael Price Manager Client Services
Kristen Porter Graphic Designer
Justin Carmichael Director Of Mortgage Lending Nmls #103015
Requires/Intent and 11 more Employees
Digital Payment & Subscription Solutions
Financial Auditing & Reporting
Quality Control & Assurance
Banking & Payment Processing
Business Strategy & Growth Consulting
and more

5. Wunder Capital

Industry: Financial Services

Location: Boulder, Colorado

Website: wundercapital.com

Company Founded: 2014

Company Size: 11-50

Company Address: 1743 Walnut Street, Boulder, Colorado, United States

Wunder Capital Contact Details

Name Title LinkedIn Phone Email
Louise Wood Lead Director, Operations
Owen Orloff Senior Associate
Richard Mauro Head Of Capital Markets
Sam Beaudin Co-founder And Chief Product Officer
Payne Morgan Principal, Project Development
Gretchen West Accountant
Piper Meldem Office Manager
Requires/Intent and 5 more Employees
IoT-enabled Smart Banking Solutions
Insurance & Underwriting Services
and more

6. Confident Financial Solutions, Inc. (cfs)

Industry: Financial Services

Location: Boulder, Colorado

Website: confidentfs.com

Company Founded: 2012

Company Size: 11-50

Company Address: 2560 55th Street, Boulder, Colorado, United States

Confident Financial Solutions, Inc. (cfs) Contact Details

Name Title LinkedIn Phone Email
Claudia Raskey Compliance Manager And Bsa Officer
John Gersitz Senior Vice President
Andrea Mills Director Of Sales And Account Management
Ross Carlson Director Of Information Technology
Mitchell Ertle Data Analytics
Bradley Berger Junior Software Engineer
Douglas Casserleigh Junior Software Developer
Requires/Intent and 3 more Employees
Data Analytics & Business Intelligence
Tax Planning & Strategy
and more

7. Business & Financial Strategies

Industry: Financial Services

Location: Boulder, Colorado

Website: bf-strategies.com

Company Size: 11-50

Company Address: 5380 Centennial Trail, Boulder, Colorado, United States

Business & Financial Strategies Contact Details

Name Title LinkedIn Phone Email
Greg Mclaughlin Financial Advisor
Jeff Pacha Senior Financial Advisor
Derek Parker Senior Financial Advisor
Jay Dennis Financial Planner
Requires/Intent
Risk Assessment & Mitigation
HR & Talent Acquisition
Insurance & Underwriting Services
Cloud Computing Solutions
and more

8. Harbor Financial Group, Inc.

Industry: Financial Services

Location: Boulder, Colorado

Website: harborfinancialgroup.com

Company Founded: 1988

Company Size: 1-10

Company Address: 1909 26th Street, Boulder, Colorado, United States

Harbor Financial Group, Inc. Contact Details

Name Title LinkedIn Phone Email
Melanie Terry Financial Advisor
Emily Lucero Analyst And Csm At Harbor Wealth Management
Steve Higa Senior Executive Loan Officer
Cam Werntz Senior Financial Advisor, Partner
Lisa Sellers Branch Administrator
Vickie Smith Office Manager
Jeff Ibara Sales Manager
Requires/Intent and 7 more Employees
Compliance & Regulatory Advisory
Loan Origination & Servicing Platforms
Omnichannel Customer Support
Securities Trading & Brokerage
Business Strategy & Growth Consulting
and more

9. Rayner Gobran Llc

Industry: Financial Services

Location: Boulder, Colorado

Website: beyondtheblueeventhorizon.blogspot.com

Company Founded: 2005

Company Size: 1-10

Rayner Gobran Llc Contact Details

Name Title LinkedIn Phone Email
Ian Rayner Hedge Fund Specialist
Requires/Intent
Digital Payment & Subscription Solutions
Portfolio Management
and more

10. Mutual Security Mortgage

Industry: Financial Services

Location: Boulder, Colorado

Website: mutualsecurity.com

Company Founded: 2000

Company Size: 11-50

Company Address: 2129 13th Street, Boulder, Colorado, United States

Mutual Security Mortgage Contact Details

Name Title LinkedIn Phone Email
David Wein Founder
Josh Landwehr Mortgage Loan Officer
Richard Torres Licensed Mortgage Broker
Requires/Intent
Branding & Public Relations
Financial Forecasting & Modeling
Securities Trading & Brokerage
and more

11. 8z Mortgage

Industry: Financial Services

Location: Boulder, Colorado

Website: 8zmortgage.com

Company Size: 11-50

Company Address: 4041 Hanover Avenue, Boulder, Colorado, United States

8z Mortgage Contact Details

Name Title LinkedIn Phone Email
Jason Harrison Mortgage Loan Officer Nmls # 606507
Matt Hardy Senior Loan Officer
David Meza Senior Loan Officer
Darren Cox Senior Loan Officer
Andrea Jarka Senior Loan Processor
Rachel Muraj Loan Officer Assistant At 8z Mortgage
Requires/Intent
Financial Planning & Retirement Solutions
Cybersecurity & Data Protection
Treasury & Cash Flow Management
Mortgage & Loan Processing
ESG & Sustainable Finance Consulting
and more

12. Quist - Valuation Services

Industry: Financial Services

Location: Boulder, Colorado

Website: quistvaluation.com

Company Founded: 1984

Company Size: 1-10

Company Address: 2760 29th Street, Boulder, Colorado, United States

Quist - Valuation Services Contact Details

Name Title LinkedIn Phone Email
Victoria Hall Corporate Business Development
Shina Culberson Manager
Susan Hilliard Executive Assistant
Quist Valuation Owner
Requires/Intent
Digital Payment & Subscription Solutions
Quality Control & Assurance
Corporate Finance Strategy
Financial Auditing & Reporting
IoT-enabled Smart Banking Solutions
and more

13. 7thirty

Industry: Financial Services

Location: Boulder, Colorado

Website: 7thirtycapital.com

Company Founded: 2018

Company Size: 1-10

7thirty Contact Details

Name Title LinkedIn Phone Email
Benjamin Richardson Director Of Research
Requires/Intent
Online Advertising & SEO
API Integration For FinTech
and more

14. Foundationwealthmanagement, Llc

Industry: Financial Services

Location: Boulder, Colorado

Website: foundationwealthmanagement.com

Company Size: 1-10

Company Address: 106 Pineview Lane, Boulder, Colorado, United States

Foundationwealthmanagement, Llc Contact Details

Name Title LinkedIn Phone Email
David Mcmillen Managing Partner | Registered Financial Consultant
Requires/Intent
Mergers & Acquisitions Advisory
Data Analytics & Business Intelligence
and more

15. Grey Mountain Partners

Industry: Financial Services

Location: Boulder, Colorado

Website: greymountain.com

Company Founded: 2003

Company Size: 11-50

Company Address: 1470 Walnut Street, Boulder, Colorado, United States

Grey Mountain Partners Contact Details

Name Title LinkedIn Phone Email
William Ross Vice President
Shaun Collyer Vice President
Requires/Intent
Debt Collection & Recovery
Document Management & E-signature Solutions
Legal Compliance & Advisory
API Integration For FinTech
Omnichannel Customer Support
and more

16. Ambient Financial Advisors

Industry: Financial Services

Location: Boulder, Colorado

Website: ambientfinancialadvisors.com

Company Founded: 1991

Company Size: 1-10

Company Address: 2919 Valmont Road, Boulder, Colorado, United States

Ambient Financial Advisors Contact Details

Name Title LinkedIn Phone Email
Cgrs Christopher D. Hill Owner
Requires/Intent
AI-powered Financial Insights
Treasury & Cash Flow Management
Debt Collection & Recovery
Branding & Public Relations
Quality Control & Assurance
and more

17. Boreas Ventures

Industry: Financial Services

Location: Boulder, Colorado

Website: boreasventures.com

Company Founded: 2014

Company Size: 1-10

Company Address: 1905 15th Street, Boulder, Colorado, United States

Boreas Ventures Contact Details

Name Title LinkedIn Phone Email
Ken Carlson Managing Director, Founder
Requires/Intent
Asset Management
Cybersecurity & Data Protection
and more

18. The Wealth Conservancy

Industry: Financial Services

Location: Boulder, Colorado

Website: thewealthconservancy.com

Company Founded: 1983

Company Size: 1-10

Company Address: 1525 Spruce Street, Boulder, Colorado, United States

The Wealth Conservancy Contact Details

Name Title LinkedIn Phone Email
Ceft Katherine Wolf Financial Planner And Wealth Coach
Myra Salzer Founder
Dianna Chiow Certified Financial Planner
Melissa Hoyer Financial Planner
Requires/Intent
Cybersecurity & Data Protection
Branding & Public Relations
Credit Rating & Analysis
and more

19. Clickquotesave

Industry: Financial Services

Location: Boulder, Colorado

Website: clickquotesave.com

Company Founded: 2012

Company Size: 1-10

Company Address: 944 Pearl Street, Boulder, Colorado, United States

Clickquotesave Contact Details

Name Title LinkedIn Phone Email
Paul Galante Founder And Chief Executive Officer At Clickquotesave.com
Seth Marini General Manager
Requires/Intent
Financial Forecasting & Modeling
Performance Tracking & KPI Analytics
Wealth Management
Mortgage & Loan Processing
and more

20. Simple Startup

Industry: Financial Services

Location: Boulder, Colorado

Website: simplestartup.com

Company Size: 11-50

Company Address: 1919 14th Street, Boulder, Colorado, United States

Simple Startup Contact Details

Name Title LinkedIn Phone Email
Mykaela Doane Associate Director Of Operations
Rebecca Schenk Senior Staff Accountant
Isabella Palumbo Accounting Intern
Bryan Bogle Account Manager
Requires/Intent
Online Advertising & SEO
Quality Control & Assurance
Business Strategy & Growth Consulting
Securities Trading & Brokerage
Accounting Services
and more

21. Integrated Wealth Strategies, Inc.

Industry: Financial Services

Location: Boulder, Colorado

Website: iwsadvisors.com

Company Founded: 2009

Company Size: 1-10

Company Address: 6658 Gunpark Drive, Boulder, Colorado, United States

Integrated Wealth Strategies, Inc. Contact Details

Name Title LinkedIn Phone Email
Maryann Ruck President
Melissa Leslie Client Services Associate
Requires/Intent
AI-powered Financial Insights
Debt Collection & Recovery
Digital Payment & Subscription Solutions
and more

22. Gold Medal Waters

Industry: Financial Services

Location: Boulder, Colorado

Website: goldmedalwaters.com

Company Founded: 2004

Company Size: 1-10

Company Address: 4845 Pearl East Circle, Boulder, Colorado, United States

Gold Medal Waters Contact Details

Name Title LinkedIn Phone Email
Jonathan Helm Paraplanner
David Bright Of Counsel
Vandna Thakkar Operations Manager
Requires/Intent
Debt Collection & Recovery
Digital Payment & Subscription Solutions
and more

23. Opus Financial Solutions Llc

Industry: Financial Services

Location: Boulder, Colorado

Website: opusfinancialsolutions.com

Company Founded: 2015

Company Size: 1-10

Company Address: 885 Arapahoe Avenue, Boulder, Colorado, United States

Opus Financial Solutions Llc Contact Details

Name Title LinkedIn Phone Email
Jaco Jordaan Wealth Manager
Requires/Intent
AI-powered Financial Insights
Financial Forecasting & Modeling
Corporate Finance Strategy
and more

24. Inspirepay

Industry: Financial Services

Location: Boulder, Colorado

Company Founded: 2008

Company Size: 1-10

Inspirepay Contact Details

Name Title LinkedIn Phone Email
Lesley Barnes Partner
Requires/Intent
API Integration For FinTech
Digital Payment & Subscription Solutions
and more

25. Quist Insights - Business Valuation Software

Industry: Financial Services

Location: Boulder, Colorado

Website: quistinsights.com

Company Founded: 2018

Company Size: 1-10

Company Address: 2760 29th Street, Boulder, Colorado, United States

Quist Insights - Business Valuation Software Contact Details

Name Title LinkedIn Phone Email
Ken Bero Director, Partner Sales
Requires/Intent
Hedge Fund & Private Equity Consulting
Marketing Services
AI-powered Financial Insights
Sales & Lead Generation Strategy
and more

26. Tilled

Industry: Financial Services

Location: Boulder, Colorado

Website: gettilled.com

Company Founded: 2018

Company Size: 11-50

Company Address: 2955 Valmont Road, Boulder, Colorado, United States

Tilled Contact Details

Name Title LinkedIn Phone Email
Matt Cook Vice President Engineering
Requires/Intent
Quality Control & Assurance
Document Management & E-signature Solutions
Online Advertising & SEO
and more

27. Advocharge

Industry: Financial Services

Location: Boulder, Colorado

Website: advocharge.com

Company Founded: 2009

Company Size: 1-10

Company Address: 4450 Arapahoe Avenue, Boulder, Colorado, United States

Advocharge Contact Details

Name Title LinkedIn Phone Email
Mark Tracy Chief Executive Officer
Requires/Intent
Online Advertising & SEO
Mortgage & Loan Processing
Risk Assessment & Mitigation
Customer Relationship Management (CRM)
Wealth Management
and more

28. Wall Street On Demand

Industry: Financial Services

Location: Boulder, Colorado

Website: wallst.com

Company Size: 201-500

Company Address: 5718 Central Avenue, Boulder, Colorado, United States

Wall Street On Demand Contact Details

Name Title LinkedIn Phone Email
Amy Vallery Senior Quality Assurance Engineer
Lawrence Fritz Account Manager
Suman Bhandari Software Engineer
Scooter Libby Senior Developer
Eric Reif Project Manager
Landon Rabern Engineer
Lori Wolfe Quality Assuarnce Engineer
Requires/Intent and 8 more Employees
Wealth Management
Credit Rating & Analysis
Cloud Computing Solutions
and more

29. Wealthgate Family Office

Industry: Financial Services

Location: Boulder, Colorado

Website: wealthgatefo.com

Company Size: 1-10

Wealthgate Family Office Contact Details

Name Title LinkedIn Phone Email
Elizabeth Deitch Chief Investment Officer
Requires/Intent
IoT-enabled Smart Banking Solutions
Automation & Workflow Optimization
and more

30. In3corp

Industry: Financial Services

Location: Boulder, Colorado

Website: in3corp.com

Company Founded: 2000

Company Size: 51-200

In3corp Contact Details

Name Title LinkedIn Phone Email
Nick Brown Director Of Quality
Brett Sarine Audit Manager
Zheng Mengqin Internship
Requires/Intent
Hedge Fund & Private Equity Consulting
Risk Management & Compliance
Data Analytics & Business Intelligence
and more

31. Diversified Asset Management, Inc.

Industry: Financial Services

Location: Boulder, Colorado

Company Founded: 1996

Company Size: 1-10

Company Address: 3450 Penrose Place, Boulder, Colorado, United States

Diversified Asset Management, Inc. Contact Details

Name Title LinkedIn Phone Email
Connor Zimmer Associate Advisor
Requires/Intent
AI-powered Financial Insights
Securities Trading & Brokerage
and more

32. Ascent Processing Inc.

Industry: Financial Services

Location: Boulder, Colorado

Website: ascentprocessing.com

Company Size: 11-50

Company Address: 4845 Pearl East Circle, Boulder, Colorado, United States

Ascent Processing Inc. Contact Details

Name Title LinkedIn Phone Email
Tom Robesky Business And Product Development
Requires/Intent
ERP For Financial Institutions
Performance Tracking & KPI Analytics
AI-powered Financial Insights
Financial Planning & Retirement Solutions
and more

33. Confluence Financial Advisors Llc

Industry: Financial Services

Location: Boulder, Colorado

Website: confluencefinancialadvisors.com

Company Size: 1-10

Confluence Financial Advisors Llc Contact Details

Name Title LinkedIn Phone Email
Renee Pichette Client Service Specialist
Tom Mcnary Associate Financial Advisor
Requires/Intent
Tax Planning & Strategy
Business Strategy & Growth Consulting
and more

34. Colorado Capital Mortgage Corp An Affilliate Of Wells Fargo Home Mortgage

Industry: Financial Services

Location: Boulder, Colorado

Website: johnchristoff.com

Company Size: 1-10

Company Address: 2595 Canyon Boulevard, Boulder, Colorado, United States

Colorado Capital Mortgage Corp An Affilliate Of Wells Fargo Home Mortgage Contact Details

Name Title LinkedIn Phone Email
John Sawall Home Mortgage Consultant
Gina Boustany Customer Service Representative Iii
Requires/Intent
Treasury & Cash Flow Management
Compliance & Regulatory Advisory
and more

35. Topline Investment Graphics

Industry: Financial Services

Location: Boulder, Colorado

Website: topline-charts.com

Company Size: 1-10

Company Address: P/o Box 2340, Boulder, Colorado, United States

Topline Investment Graphics Contact Details

Name Title LinkedIn Phone Email
John Carder President
Requires/Intent
Digital Payment & Subscription Solutions
Mergers & Acquisitions Advisory
Mortgage & Loan Processing
Business Strategy & Growth Consulting
and more

36. Harrigan | Teegarden Private Wealth Advisors

Industry: Financial Services

Location: Boulder, Colorado

Website: private-wealth-advisors.com

Company Founded: 2008

Company Size: 1-10

Company Address: 4770 Baseline Road, Boulder, Colorado, United States

Harrigan | Teegarden Private Wealth Advisors Contact Details

Name Title LinkedIn Phone Email
Ashley Humphreys Director Of Client Relations
Requires/Intent
Automation & Workflow Optimization
Loan Origination & Servicing Platforms
Risk Management & Compliance
Customer Relationship Management (CRM)
and more

37. Lucid Investments, Llc

Industry: Financial Services

Location: Boulder, Colorado

Website: lucidinvestments.co

Company Founded: 2015

Company Size: 11-50

Company Address: 377 Pearl Street, Boulder, Colorado, United States

Lucid Investments, Llc Contact Details

Name Title LinkedIn Phone Email
Dylan Brage Partner
Requires/Intent
Online Advertising & SEO
Insurance & Underwriting Services
Employee Training & Workforce Development
Automation & Workflow Optimization
and more

38. Boulder Valley Credit Union

Industry: Financial Services

Location: Boulder, Colorado

Website: bvcu.org

Company Founded: 1959

Company Size: 11-50

Company Address: 5505 Arapahoe Avenue, Boulder, Colorado, United States

Boulder Valley Credit Union Contact Details

Name Title LinkedIn Phone Email
Clarice Hawkins Controller
Donna Taylor Front Desk Receptionist
Debbie Seymour Senior Loan Officer
Kayleen Boulder Branch Manager
Barb Bibler Loan Officer
John Bonan Bank Teller
Requires/Intent
Performance Tracking & KPI Analytics
Customer Relationship Management (CRM)
Technology Consulting
ERP For Financial Institutions
and more

39. Piedmont Financial Inc

Industry: Financial Services

Location: Boulder, Colorado

Website: piedmontpremiumfinance.com

Company Size: 11-50

Company Address: 4450 Arapahoe Avenue, Boulder, Colorado, United States

Piedmont Financial Inc Contact Details

Name Title LinkedIn Phone Email
Gina Balelo Executive Assistant
Requires/Intent
Cybersecurity & Data Protection
IoT-enabled Smart Banking Solutions
and more

40. Financial Strategies

Industry: Financial Services

Location: Boulder, Colorado

Website: finsecurity.com

Company Size: 1-10

Company Address: 180 Sunrise Lane, Boulder, Colorado, United States

Financial Strategies Contact Details

Name Title LinkedIn Phone Email
Jeff Haygard Chief Executive Officer
John James Financial Advisor
Requires/Intent
Tax Planning & Strategy
Performance Tracking & KPI Analytics
Employee Training & Workforce Development
and more

41. Shambhala Credit Union

Industry: Financial Services

Location: Boulder, Colorado

Website: shambhalacreditunion.org

Company Size: 1-10

Company Address: 1345 Spruce Court, Boulder, Colorado, United States

Shambhala Credit Union Contact Details

Name Title LinkedIn Phone Email
Robert Sutherland Chief Executive Officer
Requires/Intent
Fraud Detection & Prevention
Quality Control & Assurance
Tax Planning & Strategy
and more

42. Legacy Life

Industry: Financial Services

Location: Boulder, Colorado

Website: legacylivingblog.com

Company Founded: 2011

Company Size: 1-10

Company Address: 4845 Pearl East Circle, Boulder, Colorado, United States

Legacy Life Contact Details

Name Title LinkedIn Phone Email
Corey Biron Agent
Requires/Intent
Securities Trading & Brokerage
Credit Rating & Analysis
IoT-enabled Smart Banking Solutions
Mobile App Development For Financial Services
Wealth Management
and more

Boulder Financial Services Companies Contacts

No. Name Company Job Title LinkedIn Phone Email
1 James Nichols Cross Country Mortgage Corp Regional Vice President
2 Zak Raffel Cross Country Mortgage Corp Mortgage Advisor
3 Michael Schwartz Cross Country Mortgage Corp Mortgage Loan Officer
4 Matt Koehlinger Cross Country Mortgage Corp Loan Originator
5 John Asseff Cross Country Mortgage Corp Branch Manager
6 Victoria Dowling Cross Country Mortgage Corp National Renovation Sales Manager
7 Joy Burger Cross Country Mortgage Corp Senior Mortgage Underwriter
8 Carolina Mlo Premier Members Credit Union Licensed Mortgage Loan Originator
9 Bryant Pryor Premier Members Credit Union Mortgage Loan Officer
10 Timothy Dever Premier Members Credit Union Loan Officer
11 Carolina Originator Premier Members Credit Union Licensed Mortgage Loan Originator
12 Andrea Balazs Premier Members Credit Union Corporate Social Responsibility
13 Jason Bauer Premier Members Credit Union Chief Marketing Officer
14 Amanda Kutzler Premier Members Credit Union Branch Manager
15 Ronda Vitrano Crestone Capital Advisors Managing Director - People And Culture
16 Matt Wiles Crestone Capital Advisors Chief Operating Officer
17 Jeffrey Burney Crestone Capital Advisors Managing Director, Shareholder
18 Lina Yesaulov Crestone Capital Advisors Administrative Assistant
19 David Griesbauer Crestone Capital Advisors Business And Technology Consultant
20 Matt Walker Crestone Capital Advisors Associate
21 Susan Braun Crestone Capital Advisors Executive Assistant
22 Jimmy Izzo Neat Capital Business Development Specialist
23 Catherine Arterburn Neat Capital Director Of On-boarding Operations
24 Ellie Tonev Neat Capital Client Coordinator
25 Lauren Thomas Neat Capital Sales
26 Michael Price Neat Capital Manager Client Services
27 Kristen Porter Neat Capital Graphic Designer
28 Justin Carmichael Neat Capital Director Of Mortgage Lending Nmls #103015
29 Louise Wood Wunder Capital Lead Director, Operations
30 Owen Orloff Wunder Capital Senior Associate
31 Richard Mauro Wunder Capital Head Of Capital Markets
32 Sam Beaudin Wunder Capital Co-founder And Chief Product Officer
33 Payne Morgan Wunder Capital Principal, Project Development
34 Gretchen West Wunder Capital Accountant
35 Piper Meldem Wunder Capital Office Manager
36 Claudia Raskey Confident Financial Solutions, Inc. (cfs) Compliance Manager And Bsa Officer
37 John Gersitz Confident Financial Solutions, Inc. (cfs) Senior Vice President
38 Andrea Mills Confident Financial Solutions, Inc. (cfs) Director Of Sales And Account Management
39 Ross Carlson Confident Financial Solutions, Inc. (cfs) Director Of Information Technology
40 Mitchell Ertle Confident Financial Solutions, Inc. (cfs) Data Analytics