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Alabama
AL
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AR
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NE
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NH
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NJ
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NM
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NC
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ND
(614) 344-1454
Email
UIT Specialist
Ed Koncel
External Regional Vice President
Ohio
OH
OK
Oregon
OR
Pennsylvania
PA
(630) 297-4643
Email
Internal
Nicolas Werthman
Rhode Island
RI
South carolina
SC
South Dakota
SD
Tennessee
TN
Utah
UT
Vermont
VT
virginia
VA
Washington
West Virginia
WV
Wyoming
WY
illinois
North
illinois
North
south
illinois
illinois
North
south
illinois
East
nevada
reno
nevada
reno nevada
MT
East
nevada
reno
nevada
East
nevada
reno
nevada
east nevada
MT
wisconsin
south
wisconsin
north
wisconsin
South wisconsin
EAST
MASSACHUSETTS
WEST
MASSACHUSETTS
West Massachusetts
East Massachusetts
TEXAS
El Paso
(210) 383-6732
Email
External
Kevin Pena
(210) 630-6385
Email
Internal
Dustin Allred
UITs, Mutual Funds, ETFs, SMAs
Asset Management
(561) 208-7301
Email
External
Jason Hagemann
Structured Products
Capital markets
Central Texas
TEXAS
CENTRAL
TEXAS
El Paso
TEXAS
NE
TEXAS
se
TEXAS
External Regional Vice President
Northern Texas
El Paso Texas
CALIFORNIA
NORTHERN
CALIFORNIA
SAN FRANCISCO
/ MONTERAY
CALIFORNIA
Central
CALIFORNIA
San Diego / Orange County
(916) 224-4597
Email
UIT Specialist
Richard Johnson
Northern California
CALIFORNIA
NORTHern
CALIFORNIA
SAN FRANCISCO
/ MONTERAY
CALIFORNIA
Central
CALIFORNIA
San Diego / Orange County
UITs, Mutual Funds, ETFs, SMAs
Asset Management
(206) 580-1018
Email
External
Steven Conn
Structured Products
Capital markets
NORTHERN CALIFORNIA
Central California
san diego / orange county
florida
NORTH
florida
Panhandle
florida
Central
florida
South
Panhandle Florida
florida
Panhandle
florida
NORTH
florida
Central
florida
South
Puerto Rico
NORTH Florida
Central Florida
South Florida
New York
Upstate
New York
Westchester
New York
Manhattan
New York
Long Island
New York
Upstate
New York
Westchester
New York
Manhattan
New York
Long Island
Upstate New York
westchester New York
Long Island & Manhattan
Long Island & Manhattan
EAST
MASSACHUSETTS
EAST
MASSACHUSETTS
WEST
MASSACHUSETTS
WEST
MASSACHUSETTS
PR
Puerto Rico
PR
ME
South
Delaware
North
Delaware
North Delaware
South Delaware
TEXAS
CENTRAL
TEXAS
El Paso
TEXAS
NE
TEXAS
se
TEXAS
TEXAS
CENTRAL
TEXAS
El Paso
TEXAS
NE
TEXAS
se
TEXAS
TEXAS
CENTRAL
TEXAS
El Paso
TEXAS
NE
TEXAS
se
TEXAS
CALIFORNIA
NORTHern
CALIFORNIA
SAN FRANCISCO
/ MONTEReY
CALIFORNIA
Central
CALIFORNIA
San Diego / Orange County
CALIFORNIA
NORTHERN
CALIFORNIA
SAN FRANCISCO
/ MONTERAY
CALIFORNIA
Central
CALIFORNIA
San Diego / Orange County
CALIFORNIA
NORTHERN
CALIFORNIA
SAN FRANCISCO
/ MONTERAY
CALIFORNIA
Central
CALIFORNIA
San Diego / Orange County
New York
Upstate
New York
Westchester
New York
Manhattan
New York
Long Island
New York
Upstate
New York
Westchester
New York
Manhattan
New York
Long Island
New York
Upstate
New York
Westchester
New York
Manhattan
New York
Long Island
south
illinois
florida
Panhandle
florida
NORTH
florida
Central
florida
South
florida
Panhandle
florida
NORTH
florida
Central
florida
South
florida
Panhandle
florida
NORTH
florida
Central
florida
South
South
Delaware
North
Delaware
South
Delaware
North
Delaware
CO
(561) 208-7218
Email
Internal
Fernando Melo
(561) 208-7207
Email
Internal
Caleb Avant
TEXAS
El Paso
TEXAS
northern
TEXAS
southern
TEXAS
TEXAS
El Paso
TEXAS
northern
TEXAS
southern
TEXAS
TEXAS
El Paso
TEXAS
northern
TEXAS
southern
TEXAS
Southern Texas
Austin
Austin
Austin
Austin
Oklahoma
Including St. Louis Metro Area Within S. Illinois
Excluding St. Louis Metro Area Within S. Illinois
(415) 326-2955
Email
Jason Stewart
(415) 326-2955
Email
External - MFs. ETFs, SMAs
Jason Stewart
(916) 224-4597
Email
External - UITs
Richard Johnson
(630) 297-4510
Email
Internal
Lloyd Pegues
(210) 630-6385
Email
SMA, UIT, MF, ETF
Dustin Allred
(877) 769-7031
Email
SP Sales Team
(214) 216-0993
Email
UIT Specialist
Kevin Zellers
Internal Regional Sales Consultant
(317) 406-7233
Email
ETF Specialist
Robert Kruse
External Regional Vice President
Internal Regional Sales Consultant
(317) 406-7233
Email
ETF Specialist
Robert Kruse
(312) 212-6065
Email
Jim Barclay
(630) 297-4483
Email
Internal
Terry Ward
External Regional Vice President
Internal Regional Sales Consultant
External Regional Vice President
Internal Regional Sales Consultant
(210) 630-6385
Email
ETF, MF, SMA, UIT
Dustin Allred
Internal Regional Sales Consultant
(210) 630-6385
Email
ETF, MF, SMA, UIT
Dustin Allred
(210) 630-6385
Email
SMA, UIT, MF, ETF
Dustin Allred
(214) 216-0993
Email
UIT Specialist
Kevin Zellers
(469) 704-1944
Email
Troy Evans
External Regional Vice President
Internal Regional Sales Consultant
(614) 344-1454
Email
UIT Specialist
Ed Koncel
(317) 406-7233
Email
ETF Specialist
Robert Kruse
(210) 630-6368
Email
UIT
Brian Winkler
Internal Regional Sales Consultant
(614) 344-1454
Email
UIT Specialist
Ed Koncel
(317) 406-7233
Email
ETF Specialist
Robert Kruse
External Regional Vice President
Internal Regional Sales Consultant
(339) 329-6556
Email
UIT Specialist
Luke Lavin
(860) 969-3899
Email
ETF Specialist
Derek Januario
External Regional Vice President
Internal Regional Sales Consultant
(339) 329-6556
Email
UIT Specialist
Luke Lavin
(860) 969-3899
Email
ETF Specialist
Derek Januario
External Regional Vice President
Internal Regional Sales Consultant
(339) 329-6556
Email
UIT Specialist
Luke Lavin
(860) 969-3899
Email
ETF Specialist
Derek Januario
External Regional Vice President
(617) 227-4800
Email
Joseph Keniston
Internal Regional Sales Consultant
(339) 329-6556
Email
UIT Specialist
Luke Lavin
(871) 757-4711
Email
Danny Iandoli
(860) 969-3899
Email
ETF Specialist
Derek Januario
External Regional Vice President
(631) 296-0949
Email
UIT
Justin Marcus
Internal Regional Sales Consultant
(516) 201-5878
Email
UIT Specialist
Rich Jaeger
(475) 282-5293
Email
Ken Dougherty
(860) 969-3899
Email
ETF Specialist
Derek Januario
External Regional Vice President
(561) 717-0520
Email
ETF Specialist
Bryon Walker
External Regional Vice President
(866) 606-7220
Email
SMA, UIT, MF, ETF
Open
(609) 853-2816
Email
SMA, UIT, MF, ETF
John DeVries
Internal Regional Sales Consultant
(866) 606-7220
Email
MF, SMA, UIT
Open
(609) 853-2815
Email
Generalist: SMA, UIT, MF, ETF
Dan Swallow
External Regional Vice President
(631) 390-2245
Email
UIT Specialist
Mike Pucci
External Regional Vice President
(210) 630-6413
Email
SMA, UIT, MF
Paul Bulyalert
Internal Regional Sales Consultant
(919) 296-0777
Email
ETF Specialist
Michael Colonna
External Regional Vice President
(210) 630-6413
Email
SMA, UIT, MF
Paul Bulyalert
Internal Regional Sales Consultant
External Regional Vice President
(210) 630-6413
Email
SMA, UIT, MF
Paul Bulyalert
Internal Regional Sales Consultant
External Regional Vice President
(630) 297-4483
Email
SMA, UIT, MF, ETF
Terry Ward
Internal Regional Sales Consultant
(317) 406-7233
Email
ETF Specialist
Robert Kruse
External Regional Vice President
(616) 207-7752
Email
SMA, UIT, MF
Katie Kettenhofen
Internal Regional Sales Consultant
(616) 430-8002
Email
Generalist: SMA, UIT, MF, ETF
Greg Clarkin
External Regional Vice President
(317) 406-7233
Email
ETF Specialist
Robert Kruse
Michigan
(631) 390-2245
Email
UIT
Joe Buonocore
(630) 296-2326
Email
SMA, UIT, MF, ETF
Jon Ladenheim
Internal Regional Sales Consultant
(631) 390-2245
Email
UIT
Mike Pucci
(470) 866-3466
Email
Alan Panzer
External Regional Vice President
Internal Regional Sales Consultant
(631) 390-2245
Email
UIT
Mike Pucci
External Regional Vice President
(210) 630-6457
Email
SMA, UIT, MF
Jenni Van Alstyne
Internal Regional Sales Consultant
(630) 989-5600
Email
Andrew Zimmerman
(561) 717-0520
Email
ETF Specialist
Bryon Walker
External Regional Vice President
(210) 630-6457
Email
SMA, UIT, MF
Jenni Van Alstyne
Internal Regional Sales Consultant
(630) 989-5600
Email
Andrew Zimmerman
(561) 717-0520
Email
ETF Specialist
Bryon Walker
External Regional Vice President
(210) 943-9778
Email
SMA, UIT, MF, ETF
Gina Rogers
Internal Regional Sales Consultant
(866) 606-7220
Email
MF, SMA, UIT
Open
(913) 837-0073
Email
Tad Geiman
External Regional Vice President
Internal Regional Sales Consultant
(866) 606-7220
Email
MF, SMA, UIT
Open
(913) 837-0073
Email
Tad Geiman
External Regional Vice President
Internal Regional Sales Consultant
(866) 606-7220
Email
MF, SMA, UIT
Open
(913) 837-0073
Email
Tad Geiman
External Regional Vice President
(631) 390-2275
Email
SMA, UIT, MF, ETF
Leo Cormier
Internal Regional Sales Consultant
(866) 606-7220
Email
MF, SMA, UIT
Open
(913) 837-0073
Email
Tad Geiman
External Regional Vice President
(630) 297-4644
Email
SMA, UIT, MF, ETF
Banji Kanaris
Internal Regional Sales Consultant
(866) 606-7220
Email
MF, SMA, UIT
Open
(612) 704-7263
Email
Ryan Dahl
External Regional Vice President
(630) 297-4644
Email
SMA, UIT, MF, ETF
Internal Regional Sales Consultant
(866) 606-7220
Email
MF, SMA, UIT
Open
(612) 704-7263
Email
Ryan Dahl
External Regional Vice President
(630) 297-4644
Email
Internal Regional Sales Consultant
(866) 606-7220
Email
MF, SMA, UIT
Open
(612) 704-7263
Email
Ryan Dahl
External Regional Vice President
(630) 297-4644
Email
SMA, UIT, MF, ETF
Internal Regional Sales Consultant
(866) 606-7220
Email
MF, SMA, UIT
Open
(612) 704-7263
Email
Ryan Dahl
External Regional Vice President
(630) 297-4634
Email
SMA, UIT, MF, ETF
Tim Boecker
Internal Regional Sales Consultant
(866) 606-7220
Email
MF, SMA, UIT
Open
(615) 440-8313
Email
Andy Goodenough
External Regional Vice President
Banji Kanaris
Banji Kanaris
Banji Kanaris
Internal Regional Sales Consultant
(866) 606-7220
Email
MF, SMA, UIT
Open
External Regional Vice President
Internal Regional Sales Consultant
(866) 606-7220
Email
MF, SMA, UIT
Open
External Regional Vice President
(210) 630-6448
Email
SMA, UIT, MF, ETF
Angelique Alvarado
Internal Regional Sales Consultant
(866) 606-7220
Email
MF, SMA, UIT
Open
(267) 366-7591
Email
Shane Brennan
External Regional Vice President
(210) 630-6448
Email
SMA, UIT, MF, ETF
Angelique Alvarado
Internal Regional Sales Consultant
(866) 606-7220
Email
MF, SMA, UIT
Open
(267) 366-7591
Email
Shane Brennan
External Regional Vice President
(210) 630-6454
Email
SMA, UIT, MF, ETF
Shawn Shepherd
Internal Regional Sales Consultant
(866) 606-7220
Email
MF, SMA, UIT
Open
(404) 309-4337
Email
Larry Stone
External Regional Vice President
(210) 630-6454
Email
SMA, UIT, MF, ETF
Shawn Shepherd
Internal Regional Sales Consultant
(866) 606-7220
Email
MF, SMA, UIT
Open
(404) 309-4337
Email
Larry Stone
External Regional Vice President
(210) 630-6454
Email
SMA, UIT, MF, ETF
Shawn Shepherd
Internal Regional Sales Consultant
(866) 606-7220
Email
MF, SMA, UIT
Open
(404) 309-4337
Email
Larry Stone
External Regional Vice President
(210) 630-6454
Email
SMA, UIT, MF
Shawn Shepherd
Internal Regional Sales Consultant
(866) 606-7220
Email
MF, SMA, UIT
Open
(404) 309-4337
Email
Larry Stone
External Regional Vice President
(631) 390-2245
Email
UIT
Joe Buonocore
(630) 297-4567
Email
SMA, MF
Tony Crudele
Internal Regional Sales Consultant
(631) 390-2245
Email
UIT Specialist
Mike Pucci
External Regional Vice President
(210) 630-6385
Email
UIT
Dustin Allred
(210) 630-6453
Email
SMA, MF, ETF
Jack Visser
(214) 216-0993
Email
UIT Specialist
Kevin Zellers
(832) 622-8557
Email
External Regional Vice President
Internal Regional Sales Consultant
Casey Gage
(210) 630-6385
Email
UIT
Dustin Allred
(210) 630-6453
Email
SMA, MF, ETF
Jack Visser
Internal Regional Sales Consultant
(214) 216-0993
Email
UIT Specialist
Kevin Zellers
External Regional Vice President
Internal Regional Sales Consultant
(480) 206-5580
Email
UIT Specialist
Pete Catalano
(720) 544-3719
Email
Dave Kuzia
External Regional Vice President
Internal Regional Sales Consultant
(480) 206-5580
Email
UIT Specialist
Pete Catalano
(720) 544-3719
Email
Dave Kuzia
External Regional Vice President
Internal Regional Sales Consultant
(480) 206-5580
Email
UIT Specialist
Pete Catalano
External Regional Vice President
Internal Regional Sales Consultant
(480) 206-5580
Email
UIT Specialist
Pete Catalano
External Regional Vice President
Internal Regional Sales Consultant
(480) 206-5580
Email
UIT Specialist
Pete Catalano
External Regional Vice President
Internal Regional Sales Consultant
(480) 206-5580
Email
UIT Specialist
Pete Catalano
External Regional Vice President
Internal Regional Sales Consultant
(480) 206-5580
Email
UIT Specialist
Pete Catalano
External Regional Vice President
Internal Regional Sales Consultant
(480) 206-5580
Email
UIT Specialist
Pete Catalano
External Regional Vice President
(704) 839-2482
Email
SMA, UIT, MF
Mike DeMeritt
Internal Regional Sales Consultant
(980) 433-1793
Email
Jim Warfield
(919) 296-0777
Email
ETF Specialist
Michael Colonna
External Regional Vice President
(704) 839-2482
Email
SMA, UIT, MF
Mike DeMeritt
Internal Regional Sales Consultant
(980) 433-1793
Email
Jim Warfield
(919) 296-0777
Email
ETF Specialist
Michael Colonna
External Regional Vice President
Internal Regional Sales Consultant
(617) 894-4155
Email
Francesco Leigh
(310) 400-3380
Email
ETF Specialist
Andrew Lakind
External Regional Vice President
Internal Regional Sales Consultant
(424) 202-4170
Email
(310) 400-3380
Email
ETF Specialist
Andrew Lakind
External Regional Vice President
Tomer Yabrov
Internal Regional Sales Consultant
(206) 437-4395
Email
Steven Flewelling
(310) 400-3380
Email
ETF Specialist
Andrew Lakind
External Regional Vice President
(630) 297-4644
Email
SMA, UIT, MF
Banji Kanaris
(630) 297-4644
Email
SMA, UIT, MF
Banji Kanaris
Internal Regional Sales Consultant
(206) 437-4395
Email
Steven Flewelling
(310) 400-3380
Email
ETF Specialist
Andrew Lakind
External Regional Vice President
Internal Regional Sales Consultant
(206) 437-4395
Email
Steven Flewelling
(310) 400-3380
Email
ETF Specialist
Andrew Lakind
External Regional Vice President
(630) 297-4644
Email
SMA, UIT, MF
Banji Kanaris
Internal Regional Sales Consultant
(206) 437-4395
Email
Steven Flewelling
(310) 400-3380
Email
ETF Specialist
Andrew Lakind
External Regional Vice President
(312) 212-6065
Email
Jim Barclay
(310) 400-3380
Email
ETF Specialist
Andrew Lakind
(871) 757-4711
Email
Danny Iandoli
(871) 757-4711
Email
Danny Iandoli
(871) 757-4711
Email
Danny Iandoli
(470) 866-3466
Email
Alan Panzer
(862) 204-4451
Email
Mike Petrucelli
UIT
Generalist: SMA, UIT, MF, ETF
Generalist: SMA, UIT, MF, ETF
Generalist: SMA, UIT, MF, ETF
Generalist: SMA, UIT, MF, ETF
Generalist: SMA, UIT, MF, ETF
Generalist: SMA, UIT, MF, ETF
Generalist: SMA, UIT, MF, ETF
Generalist: SMA, UIT, MF, ETF
Generalist: SMA, UIT, MF, ETF
Generalist: SMA, UIT, MF, ETF
Generalist: SMA, UIT, MF, ETF
Generalist: SMA, UIT, MF, ETF
Generalist: SMA, UIT, MF, ETF
Generalist: SMA, UIT, MF, ETF
Generalist: SMA, UIT, MF, ETF
Generalist: SMA, UIT, MF, ETF
Generalist: SMA, UIT, MF, ETF
Generalist: SMA, UIT, MF, ETF
Generalist: SMA, UIT, MF, ETF
Generalist: SMA, UIT, MF, ETF
Generalist: SMA, UIT, MF, ETF
Generalist: SMA, UIT, MF, ETF
Generalist: SMA, UIT, MF, ETF
Generalist: SMA, UIT, MF, ETF
Generalist: SMA, UIT, MF, ETF
Generalist: SMA, UIT, MF, ETF
Generalist: SMA, UIT, MF, ETF
Generalist: SMA, UIT, MF, ETF
Generalist: SMA, UIT, MF, ETF
Asset Management Specialist: SMA, MF, ETF
SMA, UIT, MF, ETF
Asset Management Specialist: SMA, MF, ETF
Asset Management Specialist: SMA, MF, ETF
Asset Management Specialist: SMA, MF, ETF
Asset Management Specialist: SMA, MF, ETF
Asset Management Specialist: SMA, MF, ETF
Asset Management Specialist: SMA, MF, ETF
(513) 362-4696
Email
Asset Management Specialist: SMA, MF, ETF
Steve Schwanekamp
Asset Management Specialist: SMA, MF, ETF
(469) 704-1944
Email
Asset Management Specialist: SMA, MF, ETF
Troy Evans
Asset Management Specialist: SMA, MF, ETF
(832) 622-8557
Email
Asset Management Specialist: SMA, MF, ETF
Casey Gage
Asset Management Specialist: SMA, MF, ETF
(720) 544-3719
Email
Asset Management Specialist: SMA, MF, ETF
Dave Kuzia
(720) 544-3719
Email
Asset Management Specialist: SMA, MF, ETF
Dave Kuzia
(720) 544-3719
Email
Asset Management Specialist: SMA, MF, ETF
Dave Kuzia
(720) 544-3719
Email
Asset Management Specialist: SMA, MF, ETF
Dave Kuzia
(720) 544-3719
Email
Asset Management Specialist: SMA, MF, ETF
Dave Kuzia
(720) 544-3719
Email
Asset Management Specialist: SMA, MF, ETF
Dave Kuzia
Asset Management Specialist: SMA, MF, ETF
(862) 204-4451
Email
Asset Management Specialist: SMA, MF, ETF
Mike Petrucelli
(813) 545-8718
Email
Generalist: SMA, UIT, MF, ETF
Mark Barausky
(210) 630-6386
Email
SMA, UIT, MF, ETF
Suzy Fletcher
(516) 556-8195
Email
ETF Specialist
Robert Rosso
(516) 556-8195
Email
ETF Specialist
Robert Rosso
(630) 981-0491
Email
ETF
German Diaz
(631) 296-2326
Email
SMA, MF, ETF
Jon Ladenheim
(630) 297-4737
Email
ETF
Jason Willyard
(630) 297-4737
Email
ETF
Jason Willyard
(630) 297-4569
Email
ETF
Brad Brondsema
(630) 297-4569
Email
ETF
Brad Brondsema
(630) 297-4569
Email
ETF
Brad Brondsema
(630) 297-4569
Email
ETF
Brad Brondsema
(630) 297-4569
Email
ETF
Brad Brondsema
(630) 297-4569
Email
ETF
Brad Brondsema
(630) 297-4569
Email
ETF
Brad Brondsema
(630) 297-4569
Email
ETF
Brad Brondsema
(630) 297-4569
Email
ETF
Brad Brondsema
(630) 297-4569
Email
ETF
Brad Brondsema
(630) 297-4644
Email
SMA, UIT, MF
Banji Kanaris
(630) 297-4569
Email
ETF
Brad Brondsema
(630) 297-4569
Email
ETF
Brad Brondsema
(630) 981-0491
Email
ETF
German Diaz
(630) 981-0491
Email
ETF
German Diaz
(631) 390-2245
Email
UIT
Joe Buonocore
(630) 297-4567
Email
SMA, MF
Tony Crudele
Internal Regional Sales Consultant
(630) 297-4634
Email
ETF
Tim Boecker
(630) 297-4634
Email
ETF
Tim Boecker
(630) 297-4566
Email
SMA, UIT, MF
Brandon Hoyos
Internal Regional Sales Consultant
(210) 630-6453
Email
SMA, MF
Jack Visser
Internal Regional Sales Consultant
(210) 630-6453
Email
SMA, MF
Jack Visser
(630) 981-0491
Email
ETF
German Diaz
(516) 201-5878
Email
UIT Specialist
Rich Jaeger
(475) 282-5293
Email
Asset Management Specialist: SMA, MF, ETF
Ken Dougherty
(860) 969-3899
Email
ETF Specialist
Derek Januario
External Regional Vice President
Internal Regional Sales Consultant
(210) 630-6453
Email
SMA, MF
Jack Visser
(630) 981-0491
Email
ETF
German Diaz
(516) 201-5878
Email
UIT Specialist
Rich Jaeger
(475) 282-5293
Email
Asset Management Specialist: SMA, MF, ETF
Ken Dougherty
(860) 969-3899
Email
ETF Specialist
Derek Januario
External Regional Vice President
Internal Regional Sales Consultant
(210) 630-6453
Email
SMA, MF
Jack Visser
(630) 981-0491
Email
ETF
German Diaz
(516) 201-5878
Email
UIT Specialist
Rich Jaeger
(475) 282-5293
Email
Asset Management Specialist: SMA, MF, ETF
Ken Dougherty
(860) 969-3899
Email
ETF Specialist
Derek Januario
External Regional Vice President
Internal Regional Sales Consultant
(210) 630-6453
Email
SMA, MF
Jack Visser
(630) 981-0491
Email
ETF
German Diaz
(516) 201-5878
Email
UIT Specialist
Rich Jaeger
(475) 282-5293
Email
Asset Management Specialist: SMA, MF, ETF
Ken Dougherty
(860) 969-3899
Email
ETF Specialist
Derek Januario
External Regional Vice President
(210) 630-6368
Email
UIT
Brian Winkler
(513) 362-4696
Email
Asset Management Specialist: SMA, MF, ETF
Steve Schwanekamp
(630) 297-4643
Email
SMA, MF, ETF
Morgan Parisi
(210) 630-6368
Email
UIT
Brian Winkler
(513) 362-4696
Email
Asset Management Specialist: SMA, MF, ETF
Steve Schwanekamp
(630) 296-2326
Email
SMA, UIT, MF, ETF
Jon Ladenheim
(210) 630-6368
Email
UIT
Brian Winkler
(210) 630-6368
Email
UIT
Brian Winkler
(210) 630-6368
Email
UIT
Brian Winkler
(704) 839-2482
Email
SMA, UIT, MF, ETF
Mike DeMeritt
(704) 839-2482
Email
SMA, UIT, MF, ETF
Mike DeMeritt
(704) 839-2482
Email
SMA, UIT, MF, ETF
Mike DeMeritt
(704) 839-2482
Email
SMA, UIT, MF, ETF
Mike DeMeritt
(210) 630-6450
Email
SMA, UIT, MF, ETF
Rene Ramirez
(210) 630-6450
Email
SMA, MF, ETF
Rene Ramirez
(210) 630-6450
Email
SMA, MF, ETF
Rene Ramirez
(210) 630-6450
Email
SMA, MF, ETF
Rene Ramirez
(210) 630-6450
Email
SMA, MF, ETF
Rene Ramirez
(210) 630-6368
Email
UIT
Brian Winkler
(210) 630-6450
Email
SMA, MF, ETF
Rene Ramirez
(210) 630-6368
Email
UIT
Brian Winkler
(210) 630-6450
Email
SMA, MF, ETF
Rene Ramirez
(210) 630-6368
Email
UIT
Brian Winkler
(210) 630-6450
Email
SMA, MF, ETF
Rene Ramirez
(210) 630-6368
Email
UIT
Brian Winkler
(210) 630-6450
Email
SMA, MF, ETF
Rene Ramirez
(210) 630-6368
Email
UIT
Brian Winkler
(630) 297-4643
Email
SMA, MF, ETF
Morgan Parisi
(630) 297-4643
Email
SMA, MF, ETF
Morgan Parisi
(210) 630-6450
Email
ETF
Rene Ramirez
(630) 297-4634
Email
ETF
Tim Boecker
(630) 297-4634
Email
ETF
Tim Boecker
(630) 297-4634
Email
ETF
Tim Boecker
(631) 296-0949
Email
UIT
Justin Marcus
(631) 296-0949
Email
UIT
Justin Marcus
(631) 296-0949
Email
UIT
Justin Marcus
(631) 296-0949
Email
UIT
Justin Marcus
(866) 606-7220
Email
SMA, MF, ETF
Open
(630) 297-4634
Email
ETF
Tim Boecker
(630) 297-4634
Email
ETF
Tim Boecker
(630) 297-4634
Email
ETF
Tim Boecker
(630) 297-4634
Email
ETF
Tim Boecker
(630) 297-4634
Email
ETF
Tim Boecker
(210) 630-6450
Email
SMA, UIT, MF, ETF
Rene Ramirez
(617) 227-4800
Email
UIT
Joseph Keniston
(631) 296-2326
Email
SMA, MF, ETF
Jon Ladenheim
(617) 227-4800
Email
UIT
Joseph Keniston
(631) 296-2326
Email
SMA, MF, ETF
Jon Ladenheim
(617) 227-4800
Email
UIT
Joseph Keniston
(631) 296-2326
Email
SMA, MF, ETF
Jon Ladenheim
(630) 297-4570
Email
SMA, UIT, MF
Jose Cervantes
(210) 630-6454
Email
SMA, UIT, MF
Shawn Shepherd
(630) 297-4510
Email
UIT Specialist
Lloyd Pegues
(210) 630-6448
Email
SMA, MF, ETF
Angelique Alvarado
(210) 630-6448
Email
SMA, MF, ETF
Angelique Alvarado
(210) 630-6448
Email
SMA, MF, ETF
Angelique Alvarado
(617) 227-4800
Email
UIT
Joseph Keniston
(617) 227-4800
Email
UIT
Joseph Keniston
(617) 227-4800
Email
UIT
Joseph Keniston
(630) 297-4510
Email
UIT Specialist
Lloyd Pegues
(866) 606-7220
Email
SMA, MF, ETF
Open
(630) 297-4510
Email
UIT Specialist
Lloyd Pegues
(866) 606-7220
Email
SMA, MF, ETF
Open
(630) 297-4483
Email
Asset Management Specialist: SMA, MF, ETF
Terry Ward
(210) 630-6413
Email
UIT Specialist
Paul Bulyalert
(630) 297-4644
Email
SMA, MF, ETF
Banji Kanaris
(631) 296-0949
Email
UIT
Justin Marcus
(630) 297-4634
Email
SMA, UIT, MF, ETF
Tim Boecker
(615) 440-8313
Email
Generalist: SMA, UIT, MF, ETF
Andy Goodenough
(631) 296-0949
Email
UIT
Justin Marcus
(630) 297-4644
Email
SMA, MF, ETF
Banji Kanaris
(631) 296-0949
Email
UIT
Justin Marcus
(630) 297-4644
Email
SMA, MF, ETF
Banji Kanaris
(631) 390-2275
Email
SMA, UIT, MF, ETF
Leo Cormier
(631) 390-2275
Email
SMA, UIT, MF, ETF
Leo Cormier
(631) 390-2275
Email
SMA, UIT, MF, ETF
Leo Cormier
(630) 297-4643
Email
SMA, MF, ETF
Morgan Parisi
(631) 390-2245
Email
UIT
Joe Buonocore
(630) 297-4569
Email
ETF
Brad Brondsema
Internal Regional Sales Consultant
(631) 390-2245
Email
UIT
Joe Buonocore
(630) 297-4643
Email
SMA, MF, ETF
Morgan Parisi
(916) 224-4597
Email
UIT Specialist
Richard Johnson
(415) 326-2955
Email
Asset Management Specialist: SMA, MF, ETF
Jason Stewart
(310) 400-3380
Email
ETF Specialist
Andrew Lakind
External Regional Vice President
(630) 297-4569
Email
ETF
Brad Brondsema
Internal Regional Sales Consultant
(631) 390-2245
Email
UIT
Joe Buonocore
(630) 297-4643
Email
SMA, MF, ETF
Morgan Parisi
(916) 224-4597
Email
UIT Specialist
Richard Johnson
(415) 326-2955
Email
Asset Management Specialist: SMA, MF, ETF
Jason Stewart
(310) 400-3380
Email
ETF Specialist
Andrew Lakind
External Regional Vice President
(210) 630-6413
Email
UIT Specialist
Paul Bulyalert
(630) 297-4483
Email
Asset Management Specialist: SMA, MF, ETF
Terry Ward
(210) 630-6413
Email
UIT Specialist
Paul Bulyalert
(630) 297-4483
Email
Asset Management Specialist: SMA, MF, ETF
Terry Ward
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