Bleakley Financial Group
A FOCUSED MISSION FROM A TRUSTED PARTNER Bleakley Financial Group offers individuals, families and business owners independent financial planning and wealth management advice in a focused team environment. Our advisory model is based on a disciplined collaborative planning process that addresses the full complexity of your personal situation. Advisors associated with Bleakley Financial Group, LLC may be:(1) registered representatives with, and securities offered through LPL Financial, Member FINRA/SIPC,(2) registered representatives with, and securities offered through LPL Financial, Member FINRA/SIPC and investment advisor representatives of Bleakley Financial Group, LLC; or (3) solely investment advisor representatives of Bleakley Financial Group, LLC, and not affiliated with LPL Financial. Investment advice offered through Bleakley Financial Group, LLC, a registered investment advisor and separate entity from LPL Financial. Third party posts found on this profile do not reflect the views of LPL Financial and have not been reviewed by LPL Financial as to accuracy or completeness. The financial professionals associated with Bleakley Financial Group or LPL Financial may discuss and/or transact business only with residents of the states in which they are properly registered or licensed. No offers may be made or accepted from any resident of any other state.
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Verified contacts
16
available on Kipplo
LinkedIn employees
132
51 to 200 range
Open roles
7
across 3 depts
Distinct roles
15
indexed titles
Tech stack
3
tools in use
Monthly traffic
1.0K
organic / mo
Hiring · 7 open positions across 3 departments
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Decision-makers and verified team members
16 contacts with verified email or phone · masked until revealed.
- BC
Brooke Crawford
Advisor Compensation Manager · Finance & Accounting
EmailPhone - EM
Emily Moncton
Client Relationship Manager · Customer/Client Service
EmailPhone - KL
Katia Leibold
Senior Investment Manager · Finance & Accounting
EmailPhone - DG
Dimitri Grant
Research & Investment Analyst · Other
EmailPhone - KP
Kimberly Parrillo
Senior Insurance Assistant · Finance & Accounting
EmailPhone - KW
Kyle Wesley
Chief Technology Officer · Information Technology
EmailPhone - JP
Jaime Ploscowe
Chief of Staff to COO Client Service Manager · Other
EmailPhone - BG
Brett Goldstein
Wealth Management Advisor · Finance & Accounting
EmailPhone - JP
Jordan Persing
Client Service Associate · Customer/Client Service
EmailPhone
Showing 9 of 16 verified contacts
Top roles at Bleakley Financial Group
15 distinct titles indexed · top 10 shown.
- 1advisor compensation manager
- 1chief compliance officer & general counsel, executive committee
- 1chief of staff to coo client service manager
- 1chief technology officer
- 1client relations manager
- 1client relationship manager
- 1client service associate
- 1client services associate
- 1financial advisor
- 1investment analyst
- +5more titles
Sign up to unlock all 16 contacts at Bleakley Financial Group
Free for 7 days · 50 credits · no card · only pay for verified records.
Sign up to reveal 16 verified contacts at Bleakley Financial Group
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