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Below is the list of Top 100 Financial Services Companies in Rockville ranked based on company size, client reviews, services, and awards.
Industry: Financial Services
Location: Rockville, Maryland
Website: issgovernance.com
Company Founded: 1985
Company Size: 1001-5000
Company Address: 702 King Farm Boulevard, Rockville, Maryland, United States
Iss | Institutional Shareholder Services Contact Details
Name | Title | Phone | ||
---|---|---|---|---|
Duncan Diuguid | Managing Director, Head Of North American Sales | |||
Munnu Kallany | Esg Research Analyst | |||
Fassil Michael | Executive Director, Head Of Custom Research | |||
Justin Wollos | Associate Vice President | |||
Subodh Mishra | Managing Director, Corporate Communications | |||
Srinivasan Rajappa | Senior Associate | |||
Elizabeth Pagan | Associate Director, Recruiting - Americas |
Industry: Financial Services
Location: Rockville, Maryland
Website: isscorporatesolutions.com
Company Size: 51-200
Company Address: 702 King Farm Boulevard, Rockville, Maryland, United States
Iss Corporate Solutions Contact Details
Name | Title | Phone | ||
---|---|---|---|---|
Roy Saliba | Head Of Product And Compensation Business | |||
Ryan Oliphant | Senior Associate | |||
Tarun Mehta | Vice President, Institutional Sales | |||
Anthony Triplin | Associate Director | |||
Michael Vogele | Associate Vice President At Iss Corporate Solutions | |||
Dylan Kelleher | Senior Associate | |||
Mark Brockway | Managing Director And Head Of Business |
Industry: Financial Services
Location: Rockville, Maryland
Website: hbeckinc.com
Company Founded: 1984
Company Size: 51-200
Company Address: 2440 Research Boulevard, Rockville, Maryland, United States
H. Beck, Inc. Contact Details
Name | Title | Phone | ||
---|---|---|---|---|
Jaime Arroyave | Technology Services Specialist | |||
Jason Albino | Executive Vice President - Compliance And Controls | |||
Fiona Anderson | Business Intelligence Specialist | |||
Rachel Dickinson | Project Manager | |||
Tommy Htay | Securities Trader | |||
Matt Winterhalter | Vice President, Broker Dealer Counsel | |||
Bart Sanders | Surveillance Systems Analyst |
Industry: Financial Services
Location: Rockville, Maryland
Company Founded: 2017
Company Size: 11-50
Company Address: 9200 Corporate Boulevard, Rockville, Maryland, United States
American Financial Network Of Rockville Contact Details
Name | Title | Phone | ||
---|---|---|---|---|
Ian Smith | Mortgage Loan Officer | |||
Kempes Jean | Branch Manager |
Industry: Financial Services
Location: Rockville, Maryland
Website: starcompliance.com
Company Founded: 1999
Company Size: 51-200
Company Address: 9200 Corporate Boulevard, Rockville, Maryland, United States
Starcompliance Contact Details
Name | Title | Phone | ||
---|---|---|---|---|
Bill Chatterton | Chief Financial Officer | |||
Paul Wanner | Manager | |||
Kevin Gutowski | Director, Global Client Success | |||
Tatiana Milner | Business Development And Marketing Intern | |||
Leila Niyokindi | Staff Accountant | |||
Monique Tyson | Digital Marketing Coordinator | |||
Benjamin Frenette | Senior Sales Executive |
Industry: Financial Services
Location: Rockville, Maryland
Website: fitzgeraldfinancial.net
Company Size: 51-200
Company Address: 600 Jefferson Plaza, Rockville, Maryland, United States
Fitzgerald Financial Group - Division Of Townebank Mortgage Contact Details
Name | Title | Phone | ||
---|---|---|---|---|
Robert Jenkins | Certified Mortgage Planning Specialist | |||
Donna Hubbard | Senior Loan Officer | |||
A.j Campitelli | Branch Manager And Loan Officer | |||
Kasey Martin | Mortgage Loan Officer | |||
Scott Keenum | Mortgage Loan Officer | |||
Wilmer Palacios | Mortgage Loan Officer | |||
Cheryl Mcdonnell | Underwriter |
Industry: Financial Services
Location: Rockville, Maryland
Company Size: 51-200
Company Address: 530 Gaither Road, Rockville, Maryland, United States
The Washington Group Contact Details
Name | Title | Phone | ||
---|---|---|---|---|
Alan Holloway | Agent And Broker | |||
Ruby Hill | Director Of Recruiting | |||
Kent Gibson | Financial Services Professional | |||
Scott Ginsburg | Financial Advisor | |||
Michael Epps | Senior Ageancy Partner | |||
Gerard Ransing | Investment Specialist | |||
Scott Stasny | Practice Development Specialist |
Industry: Financial Services
Location: Rockville, Maryland
Website: axiomvaluellc.com
Company Founded: 2012
Company Size: 1-10
Company Address: 9200 Corporate Boulevard, Rockville, Maryland, United States
Axiom Value, Llc Contact Details
Name | Title | Phone | ||
---|---|---|---|---|
Momodou Bojang | Wealth, Financial, Retirement Planner | 401 , 403 , 457, Tsp Advisor | President | |||
John Dzagbo | Financial Consultant | |||
Kaitlyn Jofre | Director Of Client Services |
Industry: Financial Services
Location: Rockville, Maryland
Website: xmlfg.com
Company Founded: 2004
Company Size: 11-50
Company Address: 1 Preserve Parkway, Rockville, Maryland, United States
Xml Financial Group Contact Details
Name | Title | Phone | ||
---|---|---|---|---|
Rob Kantor | Chief Information Officer And Co-founder | |||
Jonathan Lowe | Director Of Trading | |||
Todd Kullen | Chief Operating Officer | |||
Brett Bernstein | Chief Executive Officer And Co-founder | |||
Debbie Rayman | Client Service Associate | |||
Jason Klopman | Partner | |||
Sharon Abbey | Wealth Advisor |
Industry: Financial Services
Location: Rockville, Maryland
Website: finadvinc.com
Company Founded: 1997
Company Size: 11-50
Company Address: 1803 Research Boulevard, Rockville, Maryland, United States
Financial Advantage Associates, Inc Contact Details
Name | Title | Phone | ||
---|---|---|---|---|
Jessica Hill | Financial Advisor | |||
Thomas White | Financial Advisor | |||
Drew Brand | Financial Advisor | |||
Wade Friedel | Financial Advisor | |||
Allison Mccarty | Financial Advisor | |||
Grant Lagasse | Financial Advisor | |||
John Gracyalny | Vice President |
Industry: Financial Services
Location: Rockville, Maryland
Website: stwserve.com
Company Founded: 1989
Company Size: 1-10
Company Address: 15245 Shady Grove Road, Rockville, Maryland, United States
Serving Those Who Serve Contact Details
Name | Title | Phone | ||
---|---|---|---|---|
Chfebc Brennan Rhule | Financial Planner | |||
Chfebcâ„ Kirk D. Brooks | Financial Planner | |||
Kirk Brooks | Financial Planner | |||
Chfebc Wes Battle | Financial Planner | |||
David Fei | Financial Planner | |||
Jennifer Meyer | Certified Financial Planner | |||
Stewart Stout | Financial Advisor |
Industry: Financial Services
Location: Rockville, Maryland
Website: raffafinancial.com
Company Founded: 2000
Company Size: 11-50
Company Address: 1445 Research Boulevard, Rockville, Maryland, United States
Raffa Financial Services Contact Details
Name | Title | Phone | ||
---|---|---|---|---|
Jeyalene Baron | Sales Consultant | |||
Matthew Roberts | Director Of Raffa Group Benefits | |||
Stephanie Springer | Large Group Account Executive | |||
Nikki Poole | Employee Benefits Account Manager | |||
Alexis Lopez | Senior Account Executive | |||
Wendy Perez | Executive Assistant | |||
Jennifer Clapp | Manager |
Industry: Financial Services
Location: Rockville, Maryland
Website: eaglestonetaxwealth.com
Company Founded: 2006
Company Size: 11-50
Company Address: 1101 Wootton Parkway, Rockville, Maryland, United States
Eaglestone Tax & Wealth Advisors Contact Details
Name | Title | Phone | ||
---|---|---|---|---|
Steven Gasparini | Associate Portfolio Manager | |||
Jennifer Scales | Tax Supervisor | |||
Joseph Kantakevich | Partner And Director Of Investments And Portfolio Management | |||
Tarun Mehta | President And Chief Creative Officer | |||
Yohan Allender | Vice President | |||
Joseph Lager | Partner And Director Of Tax And Accounting | |||
Patrick Ryan | Tax Principal |
Industry: Financial Services
Location: Rockville, Maryland
Website: socialinnovationventures.co
Company Founded: 2018
Company Size: 1-10
Social Innovation Ventures Contact Details
Name | Title | Phone | ||
---|---|---|---|---|
Andrey Ostrovsky | Managing Partner |
Industry: Financial Services
Location: Rockville, Maryland
Website: sol-capital.com
Company Founded: 1987
Company Size: 11-50
Company Address: 111 Rockville Pike, Rockville, Maryland, United States
Sol Capital Management Company Contact Details
Name | Title | Phone | ||
---|---|---|---|---|
Moisés Carrasco | Client Relationship Manager | |||
Gabriel Robles | Client Relations Administrator | |||
Sebastian Fuentes | Client Relationship Manager At Sol Capital Management Company | |||
Angelica Camp | Client Services And Marketing | |||
Sandra Amaguana | Assistant Trader | |||
Kyle Whelan | Client Relations Manager | |||
Barbara Peck | Controller |
Industry: Financial Services
Location: Rockville, Maryland
Website: cicwealth.com
Company Founded: 1999
Company Size: 11-50
Company Address: 1101 Wootton Parkway, Rockville, Maryland, United States
Cic Wealth Contact Details
Name | Title | Phone | ||
---|---|---|---|---|
James Pessagno | Vice President Group Benefits | |||
Brandon Beylo | Client Relationship Manager | |||
Kimberly Mamaril | Associate Advisor | |||
Michael Fein | Co-chair, President | |||
Drew Feldstein | Investment Analyst Intern | |||
Fareed Abedini | Investment Banking Intern | |||
Jodi Smith | Office Manager |
Industry: Financial Services
Location: Rockville, Maryland
Website: vintagefinancialpartners.com
Company Founded: 2016
Company Size: 1-10
Company Address: 600 Jefferson Plaza, Rockville, Maryland, United States
Vintage Financial Partners Contact Details
Name | Title | Phone | ||
---|---|---|---|---|
Brian Oettinger | Partner | Financial Advisor | |||
Jordan Kraus | Partner | Financial Advisor |
Industry: Financial Services
Location: Rockville, Maryland
Website: belr.com
Company Founded: 1997
Company Size: 51-200
Bronfman Rothschild Contact Details
Name | Title | Phone | ||
---|---|---|---|---|
Kelly Baumbach | Managing Director And Principal | |||
Regan Salm | Client Associate | |||
Jeremiah Kath | Senior Wealth Advisor | |||
Tiffany Rovaina | Wealth Advisor, Certified Financial Plannerâ , Chartered Financial Consultant | |||
Cynthia Sforza | Senior Wealth Advisor | |||
Jennifer Pomrening | Manager, Plan Consulting | |||
Michele Mayo | Manager, Investment Operations |
Industry: Financial Services
Location: Rockville, Maryland
Company Founded: 2003
Company Size: 11-50
Company Address: 1 Research Court, Rockville, Maryland, United States
Infinity International Processing Services, Inc. Contact Details
Name | Title | Phone | ||
---|---|---|---|---|
Nelson Sadinsky | Business Development Manager | |||
Nelson Sadinsky | Business Development Manager | |||
Mark Gandolph | Vice President Business Relations | |||
Soloman Payne | Vice President Sales And Business Relations | |||
Eugene Grey | Business Relations Manager | |||
Liz Brown | Vice President Business Relations | |||
Krish Kutty | General Manager |
Industry: Financial Services
Location: Rockville, Maryland
Website: nbainc.com
Company Founded: 1995
Company Size: 11-50
Company Address: 11140 Rockville Pike, Rockville, Maryland, United States
National Brokerage Associates, Inc. Contact Details
Name | Title | Phone | ||
---|---|---|---|---|
Steve Finkle | President | |||
Amy Grant | Case Manager | |||
Ashley Fabina | Licensing And Commissions Coordinator | |||
Lori Shelton | Executive Vice President Of Marketing | |||
Mergy Scott | Licensing And Commissions Manager, Accounting | |||
Emely Araujo | Case Placement Manager |
Industry: Financial Services
Location: Rockville, Maryland
Company Founded: 1970
Company Size: 11-50
Company Address: 3202 Tower Oaks Boulevard, Rockville, Maryland, United States
Spc Financial, Inc./independent Registered Investment Advisor/sec Contact Details
Name | Title | Phone | ||
---|---|---|---|---|
Rory Mcglynn | Financial Advisor At Spc Financial | Investment Advisor Representative | |||
Jason Davis | Financial Analyst And Investment Advisor Representative | |||
Philip Mantua | Financial Planning Associate | |||
Jason Perlman | Financial Planning Associate | |||
Paula Sella | Vice President Of Marketing And Communications | Branch Associate, Rjfs | |||
Nicholas Sella | Client Service Associate |
Industry: Financial Services
Location: Rockville, Maryland
Website: obsidianbusinesssolutions.com
Company Founded: 1983
Company Size: 1-10
Company Address: 2099 Gaither Road, Rockville, Maryland, United States
Obsidian Business Solutions Contact Details
Name | Title | Phone | ||
---|---|---|---|---|
Cexp Todd M. Feldman | Manager | |||
Cynthia Gill | Client Service Associate | |||
Sean Mercilliott | Wealth Management Intern | |||
Landon Buzzerd | Qualified Plan Associate |
Industry: Financial Services
Location: Rockville, Maryland
Website: guggenheiminvestments.com
Company Founded: 1993
Company Size: 201-500
Company Address: 805 King Farm Boulevard, Rockville, Maryland, United States
Rydex Investments Contact Details
Name | Title | Phone | ||
---|---|---|---|---|
Kamila Kvítková | Product Manager | |||
Miriam Perez | Institutional Services | |||
Matthew Wu | Senior Portfolio Manager At Rydex Investments | |||
Rich Toole | Equity Trader | |||
Paula Billos | Manager - Tax And Administration | |||
Melanie Champagne | Sales Data Specialist At Rydex Investments | |||
Jason Rosenberg | Chief Creative Officer |
Industry: Financial Services
Location: Rockville, Maryland
Website: kendallcapital.com
Company Founded: 2005
Company Size: 1-10
Company Address: 600 Jefferson Plaza, Rockville, Maryland, United States
Kendall Capital Management, Inc. Contact Details
Name | Title | Phone | ||
---|---|---|---|---|
Clark Kendall | President | |||
Brian Mattox | Senior Portfolio Manager | |||
Jason Tkach | Portfolio Manager | |||
Nina Smith | Marketing Manager | |||
Madolynn Morken | Client Service Associate |
Industry: Financial Services
Location: Rockville, Maryland
Company Founded: 1997
Company Size: 1-10
Company Address: 1 Preserve Parkway, Rockville, Maryland, United States
Bronfman E.l. Rothschild Contact Details
Name | Title | Phone | ||
---|---|---|---|---|
Scott Brody | Director | |||
Cfpâ Tiffany Rovaina | Wealth Advisor, Certified Financial Plannerà   , Chartered Financial Consultantà  | |||
Michael Czaja | Wealth Advisor | |||
Joy Kuvareewong | Senior Client Associate | |||
Allan Meyer | Director Of Investment Operations | |||
Kelly Scharbarth | Manager | |||
Mark Schwartz | Managing Director And Principal |
Industry: Financial Services
Location: Rockville, Maryland
Website: cerosfs.com
Company Founded: 1995
Company Size: 11-50
Company Address: 1445 Research Boulevard, Rockville, Maryland, United States
Ceros Financial Services, Inc. Contact Details
Name | Title | Phone | ||
---|---|---|---|---|
Jon Greene | Director Of Trading | |||
Angela Holland | Chief Compliance Officer | |||
Catherine Ayers-rigsby | Managing Director | |||
Khin Mar | Advisor Relations Specialist At Ceros Financial Services, Inc | |||
Melanie Dickerson | Advisor Relations Manager |
Industry: Financial Services
Location: Rockville, Maryland
Website: bridgemarkwealth.com
Company Size: 1-10
Company Address: 9210 Corporate Boulevard, Rockville, Maryland, United States
Bridgemark Wealth Management Contact Details
Name | Title | Phone | ||
---|---|---|---|---|
Victoria Del Balzo | Director Of Business Processing | |||
Rebeka King | Bridgemark Wealth Management | |||
Rebeka Gebhart | Director Of Client Relations And Marketing At Bridgemark Wealth Management | |||
Corrie Troxel | Director Of Business Processing At Bridgemark Wealth Management |
Industry: Financial Services
Location: Rockville, Maryland
Website: frontlinecompliance.com
Company Founded: 2006
Company Size: 1-10
Company Address: 6010 Executive Boulevard, Rockville, Maryland, United States
Frontline Compliance, Llc Contact Details
Name | Title | Phone | ||
---|---|---|---|---|
Chip Arvantides | Executive Vice President |
Industry: Financial Services
Location: Rockville, Maryland
Website: ifegroup.com
Company Founded: 2002
Company Size: 11-50
Company Address: 1 Church Street, Rockville, Maryland, United States
Integrated Financial Engineering Inc. Contact Details
Name | Title | Phone | ||
---|---|---|---|---|
Henry Cassidy | Chief Consultant And Board Member | |||
Chen Miller | Director Of Risk Analytic And Modelling | |||
Chen Lin | Director | |||
Chen Jiang | Senior Financial Analyst And Consultant At Integrated Financial Engineering Inc | |||
Kuan Shang | Consultant | |||
Chia-wei Lin | Financial Engineer |
Industry: Financial Services
Location: Rockville, Maryland
Website: financialsecuritiesservices.com
Company Founded: 2008
Company Size: 1-10
Company Address: 600 East Jefferson Street, Rockville, Maryland, United States
Financial Securities Services, Llc Contact Details
Name | Title | Phone | ||
---|---|---|---|---|
Alexander Parris | President - Financial Advisor |
Industry: Financial Services
Location: Rockville, Maryland
Website: rmgadvisors.com
Company Founded: 1977
Company Size: 1-10
Company Address: 14 South Adams Street, Rockville, Maryland, United States
Risk Management Group Llc Contact Details
Name | Title | Phone | ||
---|---|---|---|---|
Chfebc℠ Thiago Glieger | Director | |||
Thiago Glieger | Director, Communications And Operations | |||
Lina Juyo-jaramillo | Operations Assistant |
Industry: Financial Services
Location: Rockville, Maryland
Website: creditdirect.com
Company Founded: 2012
Company Size: 11-50
Company Address: 9210 Corporate Boulevard, Rockville, Maryland, United States
Credit Direct Contact Details
Name | Title | Phone | ||
---|---|---|---|---|
Matt Williams | Senior Loan Specialist | |||
Oscar Chen | Digital Marketer | |||
Aldis Mujaj | Senior Loan Specialist | |||
Aldis Mujaj | Senior Loan Specialist | |||
Hank Mills | Director Of Sales | |||
Angela Mclucas | Underwriter |
Industry: Financial Services
Location: Rockville, Maryland
Website: jacquesfinancial.com
Company Founded: 1979
Company Size: 11-50
Company Address: 1700 East Gude Drive, Rockville, Maryland, United States
Jacques Financial, Llc Contact Details
Name | Title | Phone | ||
---|---|---|---|---|
Joseph Jacques | Owner And Operator | |||
Anne Jeffress | Office Manager | |||
Amy Biddy | Operations Associate |
Industry: Financial Services
Location: Rockville, Maryland
Website: mylestoneplans.com
Company Founded: 1988
Company Size: 11-50
Company Address: 1300 Piccard Drive, Rockville, Maryland, United States
Mylestone Plans Contact Details
Name | Title | Phone | ||
---|---|---|---|---|
Aleksandr Roytman | Director Of Retirement Plan Services At Mylestone Plans | |||
Gayle Stamler | Client Support Specialist | |||
Bruce Myles | Founder And President | |||
Daniel Ward | Director Of Investment Planning Services | |||
Sharon Riegel | Executive Assistant | |||
Laura Kreta | Retirement Plan Services Specialist | |||
Bruce Myles | President |
Industry: Financial Services
Location: Rockville, Maryland
Website: fsainvest.com
Company Founded: 1982
Company Size: 11-50
Company Address: 1 Church Street, Rockville, Maryland, United States
Financial Services Advisory Contact Details
Name | Title | Phone | ||
---|---|---|---|---|
Mike Zarrelli | Client Service Associate And Paraplanner | |||
Fpqp Brady Darrington | Senior Operations Manager | |||
Jamie Leggieri | Senior Client Service Associate And Team Lead | |||
Kim Donohue | Office Manager |
Industry: Financial Services
Location: Rockville, Maryland
Company Size: 1-10
Company Address: 11113 Waycroft Way, Rockville, Maryland, United States
Perennial Advisors, Llc Contact Details
Name | Title | Phone | ||
---|---|---|---|---|
Scott Strasser | Managing Partner |
Industry: Financial Services
Location: Rockville, Maryland
Website: holmesfinancial.com
Company Founded: 2001
Company Size: 1-10
Company Address: 1700 Rockville Pike, Rockville, Maryland, United States
Holmes And Associates Financial Services Llc Contact Details
Name | Title | Phone | ||
---|---|---|---|---|
Karen Holmes | Lpl Financial Advisor And Owner |
Industry: Financial Services
Location: Rockville, Maryland
Website: iasllc.com
Company Founded: 2011
Company Size: 1-10
Infinity Advisory Services Contact Details
Name | Title | Phone | ||
---|---|---|---|---|
Leroy Haynes | Principal, Managing Director, Subject Matter Expert, Risk, Compliance, Program Management |
Industry: Financial Services
Location: Rockville, Maryland
Website: americatrustfunding.com
Company Size: 11-50
Company Address: 11820 Parklawn Drive, Rockville, Maryland, United States
America Trust Funding Mortgage Bankers Contact Details
Name | Title | Phone | ||
---|---|---|---|---|
Anoop Soares | Senior Mortgage Executive |
Industry: Financial Services
Location: Rockville, Maryland
Website: abelfunding.com
Company Founded: 2015
Company Size: 1-10
Company Address: 11140 Rockville Pike, Rockville, Maryland, United States
Abel Commercial Funding Llc Contact Details
Name | Title | Phone | ||
---|---|---|---|---|
Avi Sabban | Senior Vice President Of Commercial Real Estate Loans, Small Business Financing And Hard Money Lending |
Industry: Financial Services
Location: Rockville, Maryland
Company Size: 51-200
Company Address: 600 Jefferson Plaza, Rockville, Maryland, United States
Fitzgerald Financial Group - A Division Of Monarch Bank Contact Details
Name | Title | Phone | ||
---|---|---|---|---|
Natalie Winter | Mortgage Loan Officer | |||
Sandra Dzmura | Senior Loan Officer | |||
Tasheia Cager | Mortgage Loan Processor |
Industry: Financial Services
Location: Rockville, Maryland
Website: advisorspreferred.com
Company Founded: 2011
Company Size: 1-10
Company Address: 1445 Research Boulevard, Rockville, Maryland, United States
Advisors Preferred, Llc Contact Details
Name | Title | Phone | ||
---|---|---|---|---|
David Feldman | Independent Trustee |
Industry: Financial Services
Location: Rockville, Maryland
Website: meyersmeighan.com
Company Founded: 2003
Company Size: 1-10
Company Address: 2440 Research Boulevard, Rockville, Maryland, United States
Meyers Meighan Wealth Management Group Contact Details
Name | Title | Phone | ||
---|---|---|---|---|
Charlie Meyers | President | |||
Julie Dungan | Sales And Marketing Assistant |
Industry: Financial Services
Location: Rockville, Maryland
Website: facloan.com
Company Founded: 2008
Company Size: 51-200
Company Address: 15400 Calhoun Drive, Rockville, Maryland, United States
Fairway Asset Corporation Contact Details
Name | Title | Phone | ||
---|---|---|---|---|
Elizabeth Kim | Sales Manager |
Industry: Financial Services
Location: Rockville, Maryland
Website: pursuitsportsgroup.com
Company Founded: 2012
Company Size: 1-10
Pursuit Sports Group Contact Details
Name | Title | Phone | ||
---|---|---|---|---|
Thomas Calbos | Intern |
Industry: Financial Services
Location: Rockville, Maryland
Company Size: 11-50
Company Address: 15825 Shady Grove Road, Rockville, Maryland, United States
Montgomery Cardiology Llc Contact Details
Name | Title | Phone | ||
---|---|---|---|---|
Amber Mayson | Medical Scribe | |||
Hannah Mulato | Medical Scribe |
Industry: Financial Services
Location: Rockville, Maryland
Website: transworldcompliance.com
Company Founded: 2013
Company Size: 1-10
Company Address: 1829 Greenplace Terrace, Rockville, Maryland, United States
Trans World Compliance Contact Details
Name | Title | Phone | ||
---|---|---|---|---|
Daniel Peak | Strategic Advisor |
Industry: Financial Services
Location: Rockville, Maryland
Website: qfainc.com
Company Founded: 1996
Company Size: 1-10
Company Address: 51 Monroe Street, Rockville, Maryland, United States
Quantum Financial Advisors Contact Details
Name | Title | Phone | ||
---|---|---|---|---|
Pengfei Zheng | Intern, Research Assistant | |||
(evan Qiu | Investment Intern | |||
Kashmia Lang | Office Manager | |||
Jiang Zhilin | Intern | |||
Veronika Skryl | Investment Intern | |||
Michael Huber | Wealth Management Advisor | |||
Jaxon Wu | Intern |
Industry: Financial Services
Location: Rockville, Maryland
Website: financialbalance.com
Company Size: 1-10
Company Address: 1355 Piccard Drive, Rockville, Maryland, United States
Financial Balance Group Contact Details
Name | Title | Phone | ||
---|---|---|---|---|
Steve Crawford | General Agent |
Industry: Financial Services
Location: Rockville, Maryland
Website: fortigent.com
Company Founded: 1994
Company Size: 11-50
Company Address: 2600 Tower Oaks Boulevard, Rockville, Maryland, United States
Fortigent, Llc Contact Details
Name | Title | Phone | ||
---|---|---|---|---|
Dushyanthi De Silva | Project Manager And Business Analyst | |||
Drew Denton | Director, New Client Conversions | |||
Tyler Wickline | Senior Analyst | |||
Shari Strobel | Associate Director | |||
Jacqueline Thomas | Human Resources Director | |||
Julie Belcher | Administrative Assistant | |||
Paul Smith | Controller |
Industry: Financial Services
Location: Rockville, Maryland
Website: spcfinancial.com
Company Founded: 1970
Company Size: 11-50
Company Address: 3202 Tower Oaks Boulevard, Rockville, Maryland, United States
Spc Financial, Inc. Contact Details
Name | Title | Phone | ||
---|---|---|---|---|
Edward Sella | President And Chief Executive Officer | |||
Abbigail King | Personal Assistant |
Industry: Financial Services
Location: Rockville, Maryland
Website: ivyfa.com
Company Founded: 1999
Company Size: 1-10
Company Address: 11 North Washington Street, Rockville, Maryland, United States
Ivy League Financial Advisors Llc Contact Details
Name | Title | Phone | ||
---|---|---|---|---|
Lisa Crivella | Director Of Operations |
Industry: Financial Services
Location: Rockville, Maryland
Website: mymoneymanager.com
Company Founded: 1978
Company Size: 1-10
Company Address: 51 Monroe Street, Rockville, Maryland, United States
Ferguson Johnson Wealth Management, Inc. Contact Details
Name | Title | Phone | ||
---|---|---|---|---|
Derek Johnson | Partner | |||
John Ferguson | Principal | |||
Tony Ricciardella | Intern |
Industry: Financial Services
Location: Rockville, Maryland
Website: assetstrategies.com
Company Founded: 1982
Company Size: 11-50
Company Address: 1700 Rockville Pike, Rockville, Maryland, United States
Asset Strategies International, Inc. Contact Details
Name | Title | Phone | ||
---|---|---|---|---|
Madeleine Coe | Marketing Coordinator | |||
Rich Checkan | President And Chief Operations Officer |
Industry: Financial Services
Location: Rockville, Maryland
Website: myforteconsulting.com
Company Founded: 2019
Company Size: 1-10
Myforte Consulting Contact Details
Name | Title | Phone | ||
---|---|---|---|---|
Miranda Forte | Mba | Owner And Director |
Industry: Financial Services
Location: Rockville, Maryland
Website: cjcampbellassociates.com
Company Founded: 2010
Company Size: 1-10
Company Address: 1300 Piccard Drive, Rockville, Maryland, United States
Cj Campbell & Associates Contact Details
Name | Title | Phone | ||
---|---|---|---|---|
Erin Davidson | Scheduling | |||
Rebecca Guevara | Receptionist | |||
Rebecca Pelc | Client Services Specialist |
Industry: Financial Services
Location: Rockville, Maryland
Website: monumentbank.com
Company Size: 51-200
Company Address: 2101 Gaither Road, Rockville, Maryland, United States
Monument Bank Contact Details
Name | Title | Phone | ||
---|---|---|---|---|
Karim Ghorayeb | Senior Credit Underwriter - Vice President | |||
Jill Lan | Quality Assurance Specialist | |||
Lydia Price | Deposit Operations Specialist | |||
Tom Berriman | Assistant Vice President | |||
Shanton Williams | Credit Officer |
Industry: Financial Services
Location: Rockville, Maryland
Website: bernardwolfe.com
Company Founded: 1981
Company Size: 1-10
Company Address: 6116 Executive Boulevard, Rockville, Maryland, United States
Bernard R. Wolfe & Associates Contact Details
Name | Title | Phone | ||
---|---|---|---|---|
Atricia Roberts | Operations Manager |
Industry: Financial Services
Location: Rockville, Maryland
Website: wmsadvisors.com
Company Founded: 1976
Company Size: 1-10
Company Address: 11300 Rockville Pike, Rockville, Maryland, United States
Wms Advisors, Llc Contact Details
Name | Title | Phone | ||
---|---|---|---|---|
David Williams | Principal |
Industry: Financial Services
Location: Rockville, Maryland
Website: precisionmortgagellc.com
Company Size: 1-10
Company Address: 932 Hungerford Drive, Rockville, Maryland, United States
Precision Mortgage, Llc Nmls # 1197085 Contact Details
Name | Title | Phone | ||
---|---|---|---|---|
Balbi Miguel | Branch Manager And Loan Officer | |||
Erika Orozco | Mortgage Loan Originator |
Industry: Financial Services
Location: Rockville, Maryland
Website: eastpayments.com
Company Size: 1-10
Company Address: 7361 Calhoun Place, Rockville, Maryland, United States
East Payment Solutions Contact Details
Name | Title | Phone | ||
---|---|---|---|---|
Gustavo De La Cruz | Sales Representative | |||
Mike Gagliardi | Director Of Operations |
Industry: Financial Services
Location: Rockville, Maryland
Website: potomacwealth.com
Company Founded: 2004
Company Size: 1-10
Potomac Wealth Advisors, Llc Contact Details
Name | Title | Phone | ||
---|---|---|---|---|
Courtney Taylor | Wealth Management Specialist |
Industry: Financial Services
Location: Rockville, Maryland
Website: highlinewealth.com
Company Founded: 2002
Company Size: 11-50
Company Address: 1 Preserve Parkway, Rockville, Maryland, United States
Highline Wealth Management Contact Details
Name | Title | Phone | ||
---|---|---|---|---|
Jill Minchoff | Senior Analyst |
Industry: Financial Services
Location: Rockville, Maryland
Company Founded: 1999
Company Size: 1-10
Edeposit Corporation Contact Details
Name | Title | Phone | ||
---|---|---|---|---|
Bret Demond | Sales Executive | |||
Megan Quirk | Account Manager |
Industry: Financial Services
Location: Rockville, Maryland
Website: masondixon.com
Company Founded: 1996
Company Size: 51-200
Company Address: 800 King Farm Boulevard, Rockville, Maryland, United States
Mason Dixon Funding Contact Details
Name | Title | Phone | ||
---|---|---|---|---|
Chris Murray | Senior Loan Officer | |||
Mehdi Pirzadeh | Vice President | |||
Kim Farrell | Loan Officer | |||
Darlene Rexrode-haeger | Senior Loan Officer | |||
Karla Melgar | Senior Mortgage Loan Officer | |||
Rick Schmidt | Senior Loan Officer | |||
Barb Morris | Loan Specialist |
Industry: Financial Services
Location: Rockville, Maryland
Website: schaefferfinancial.com
Company Size: 11-50
Company Address: 1 Church Street, Rockville, Maryland, United States
Schaeffer Financial Llc Contact Details
Name | Title | Phone | ||
---|---|---|---|---|
Carole Byrd | Chief Creative Officer |
Industry: Financial Services
Location: Rockville, Maryland
Website: infinity-data.com
Company Founded: 2003
Company Size: 1001-5000
Company Address: 1 Research Court, Rockville, Maryland, United States
Infinity International Processing Services, Inc. Contact Details
Name | Title | Phone | ||
---|---|---|---|---|
Narendra Rai | Business Relationship Manager |
Industry: Financial Services
Location: Rockville, Maryland
Website: iss-esg.com
Company Founded: 1993
Company Size: 201-500
Company Address: 702 King Farm Boulevard, Rockville, Maryland, United States
Iss Esg Contact Details
Name | Title | Phone | ||
---|---|---|---|---|
Kimberly Tabora | Esg Ratings Analyst |
Industry: Financial Services
Location: Rockville, Maryland
Website: gmx.fr
Company Size: 10001+
Company Address: 100 Park Avenue, Rockville, Maryland, United States
Micro Finance Contact Details
Name | Title | Phone | ||
---|---|---|---|---|
Esther Wairimu | Adminstrative Assistant | |||
Aisha Sambo | Accountant | |||
Nata Lima | Project Manager |
Industry: Financial Services
Location: Rockville, Maryland
Company Size: 1-10
Company Address: 622 Hungerford Drive, Rockville, Maryland, United States
Lyons Commercial Data Inc Contact Details
Name | Title | Phone | ||
---|---|---|---|---|
Steve Pemstein | Sales Representative |
Industry: Financial Services
Location: Rockville, Maryland
Website: kesslerlendingadvisors.com
Company Founded: 2004
Company Size: 11-50
Company Address: 2101 Gaither Road, Rockville, Maryland, United States
Kessler Lending Advisors- A Division Of Homebridge Financial Services, Inc. Contact Details
Name | Title | Phone | ||
---|---|---|---|---|
David Chenevey | Loan Officer Assistant |
Industry: Financial Services
Location: Rockville, Maryland
Website: rfsadvisors.com
Company Founded: 1992
Company Size: 11-50
Company Address: 2273 Research Boulevard, Rockville, Maryland, United States
Research Financial Strategies. Inc. Contact Details
Name | Title | Phone | ||
---|---|---|---|---|
John Winans | Business Development At Research Financial Strategies Inc | |||
John Steele | Vice President Of Business Development |
Industry: Financial Services
Location: Rockville, Maryland
Website: csrscollections.com
Company Founded: 1992
Company Size: 1-10
Company Address: 15722 Crabbs Branch Way, Rockville, Maryland, United States
Csrs, Inc. Contact Details
Name | Title | Phone | ||
---|---|---|---|---|
Rebecca Porter | Collections |
Industry: Financial Services
Location: Rockville, Maryland
Website: lopezwealth.com
Company Founded: 1986
Company Size: 11-50
Company Address: 11400 Rockville Pike, Rockville, Maryland, United States
Lopez Wealth Management Group Contact Details
Name | Title | Phone | ||
---|---|---|---|---|
Concord Partners | Financial Planner |
Industry: Financial Services
Location: Rockville, Maryland
Website: potomacpizza.com
Company Size: 11-50
Company Address: 9707 Traville Gateway Drive, Rockville, Maryland, United States
Potomac Pizza Contact Details
Name | Title | Phone | ||
---|---|---|---|---|
Bill Dunn | General Manager | |||
Carey Cherner | Server |
Industry: Financial Services
Location: Rockville, Maryland
Website: snowdencares.com
Company Size: 1-10
Company Address: 246 North Washington Street, Rockville, Maryland, United States
Snowden Funeral Home Contact Details
Name | Title | Phone | ||
---|---|---|---|---|
Nina Teasley | Office Administrator |
Industry: Financial Services
Location: Rockville, Maryland
Company Size: 11-50
Company Address: 822 Rockville Pike, Rockville, Maryland, United States
Citicorp Citi Bank Contact Details
Name | Title | Phone | ||
---|---|---|---|---|
Amber Wendt | Collections Specialist | |||
Joseph Bologna | Data Center Manager | |||
Trence Kinney | Assistant Manager | |||
Milicia Parker | Customer Representive | |||
Tiffany Ewing | Billing Disputes Expert | |||
Skye Wade | Collector |
Industry: Financial Services
Location: Rockville, Maryland
Website: gartenhaus.com
Company Founded: 1990
Company Size: 1-10
Gartenhaus Financial Corp. Contact Details
Name | Title | Phone | ||
---|---|---|---|---|
Leonard Amerise | Financial Planner |
Industry: Financial Services
Location: Rockville, Maryland
Website: agmcollege.com
Company Founded: 2005
Company Size: 1-10
Company Address: 6110 Executive Boulevard, Rockville, Maryland, United States
Agm College Planning Contact Details
Name | Title | Phone | ||
---|---|---|---|---|
Johnny Lee | Na |
Industry: Financial Services
Location: Rockville, Maryland
Website: f3eonline.org
Company Size: 11-50
Company Address: 30 West Gude Drive, Rockville, Maryland, United States
The Foundation For Financial Education Contact Details
Name | Title | Phone | ||
---|---|---|---|---|
Elizabeth Rogers | Community Outreach Coordinator |
Industry: Financial Services
Location: Rockville, Maryland
Website: burkholderassociates.com
Company Founded: 2004
Company Size: 1-10
Company Address: 5410 Edson Lane, Rockville, Maryland, United States
Burkholder & Associates Contact Details
Name | Title | Phone | ||
---|---|---|---|---|
Cbec Nicholas Burkholder | Owner |
No. | Name | Company | Job Title | Phone | ||
---|---|---|---|---|---|---|
1 | Duncan Diuguid | Iss | Institutional Shareholder Services | Managing Director, Head Of North American Sales | |||
2 | Munnu Kallany | Iss | Institutional Shareholder Services | Esg Research Analyst | |||
3 | Fassil Michael | Iss | Institutional Shareholder Services | Executive Director, Head Of Custom Research | |||
4 | Justin Wollos | Iss | Institutional Shareholder Services | Associate Vice President | |||
5 | Subodh Mishra | Iss | Institutional Shareholder Services | Managing Director, Corporate Communications | |||
6 | Srinivasan Rajappa | Iss | Institutional Shareholder Services | Senior Associate | |||
7 | Elizabeth Pagan | Iss | Institutional Shareholder Services | Associate Director, Recruiting - Americas | |||
8 | Roy Saliba | Iss Corporate Solutions | Head Of Product And Compensation Business | |||
9 | Ryan Oliphant | Iss Corporate Solutions | Senior Associate | |||
10 | Tarun Mehta | Iss Corporate Solutions | Vice President, Institutional Sales | |||
11 | Anthony Triplin | Iss Corporate Solutions | Associate Director | |||
12 | Michael Vogele | Iss Corporate Solutions | Associate Vice President At Iss Corporate Solutions | |||
13 | Dylan Kelleher | Iss Corporate Solutions | Senior Associate | |||
14 | Mark Brockway | Iss Corporate Solutions | Managing Director And Head Of Business | |||
15 | Jaime Arroyave | H. Beck, Inc. | Technology Services Specialist | |||
16 | Jason Albino | H. Beck, Inc. | Executive Vice President - Compliance And Controls | |||
17 | Fiona Anderson | H. Beck, Inc. | Business Intelligence Specialist | |||
18 | Rachel Dickinson | H. Beck, Inc. | Project Manager | |||
19 | Tommy Htay | H. Beck, Inc. | Securities Trader | |||
20 | Matt Winterhalter | H. Beck, Inc. | Vice President, Broker Dealer Counsel | |||
21 | Bart Sanders | H. Beck, Inc. | Surveillance Systems Analyst | |||
22 | Ian Smith | American Financial Network Of Rockville | Mortgage Loan Officer | |||
23 | Kempes Jean | American Financial Network Of Rockville | Branch Manager | |||
24 | Bill Chatterton | Starcompliance | Chief Financial Officer | |||
25 | Paul Wanner | Starcompliance | Manager | |||
26 | Kevin Gutowski | Starcompliance | Director, Global Client Success | |||
27 | Tatiana Milner | Starcompliance | Business Development And Marketing Intern | |||
28 | Leila Niyokindi | Starcompliance | Staff Accountant | |||
29 | Monique Tyson | Starcompliance | Digital Marketing Coordinator | |||
30 | Benjamin Frenette | Starcompliance | Senior Sales Executive | |||
31 | Robert Jenkins | Fitzgerald Financial Group - Division Of Townebank Mortgage | Certified Mortgage Planning Specialist | |||
32 | Donna Hubbard | Fitzgerald Financial Group - Division Of Townebank Mortgage | Senior Loan Officer | |||
33 | A.j Campitelli | Fitzgerald Financial Group - Division Of Townebank Mortgage | Branch Manager And Loan Officer | |||
34 | Kasey Martin | Fitzgerald Financial Group - Division Of Townebank Mortgage | Mortgage Loan Officer | |||
35 | Scott Keenum | Fitzgerald Financial Group - Division Of Townebank Mortgage | Mortgage Loan Officer | |||
36 | Wilmer Palacios | Fitzgerald Financial Group - Division Of Townebank Mortgage | Mortgage Loan Officer | |||
37 | Cheryl Mcdonnell | Fitzgerald Financial Group - Division Of Townebank Mortgage | Underwriter | |||
38 | Alan Holloway | The Washington Group | Agent And Broker | |||
39 | Ruby Hill | The Washington Group | Director Of Recruiting | |||
40 | Kent Gibson | The Washington Group | Financial Services Professional |
Financial Services companies in different cities of Maryland