Canopy 360 Wealth
Canopy 360 is on a mission to educate & empower individuals to manage wealth and grow business. Unless specifically indicated otherwise, social media content expresses the author's views only and not necessarily those of the Commission, other members of the Commission, or other staff. Content posted to social media is not a rule, regulation, or statement of the Commission, and the Commission has neither approved nor disapproved of such content. Retweets, follows, or likes by SEC social media accounts should not be construed as an endorsement of any individual, group, or entity by SEC staff or the Commission. Paid for by the United States Securities and Exchange Commission.
7-day free trial · no credit card
Verified contacts
10
available on Kipplo
LinkedIn employees
14
1 to 10 range
Open roles
—
no listings
Distinct roles
10
indexed titles
Tech stack
2
tools in use
Monthly traffic
6
organic / mo
Sign up free to see all 10 verified contacts at Canopy 360 Wealth
Free for 7 days · 50 credits · no card · only pay for verified records.
Decision-makers and verified team members
10 contacts with verified email or phone · masked until revealed.
- DB
Dayne Boudreau
Operations Manager · Operations
EmailPhone - LP
Lance Powers
Portfolio Manager · Finance & Accounting
EmailPhone - AW
Amber Waingrow
Client Service Specialist · Customer/Client Service
EmailPhone - MC
Meri-Lea Cunningham
Senior Accountant · Finance & Accounting
EmailPhone - RC
Russell C. Lindsay
Partner · General Business & Management
EmailPhone - CS
Ciyera Sutterfield
Customer Care Professional · Customer/Client Service
EmailPhone - HD
Hunter Ditty
Business Development Associate · Sales & Business Development
EmailPhone - JG
John Golden
Business Development · Sales & Business Development
EmailPhone - JG
Jamie G. Losito
Certified Financial Planner, Managing Partner · Finance & Accounting
EmailPhone
Showing 9 of 10 verified contacts
Top roles at Canopy 360 Wealth
10 distinct titles indexed · top 10 shown.
- 1business development
- 1business development associate
- 1certified financial planner, managing partner
- 1certified financial plannertm professional
- 1client service specialist
- 1customer care professional
- 1operations manager
- 1partner
- 1portfolio manager
- 1senior accountant
Sign up to unlock all 10 contacts at Canopy 360 Wealth
Free for 7 days · 50 credits · no card · only pay for verified records.
Sign up to reveal 10 verified contacts at Canopy 360 Wealth
7-day trial · no credit card · cancel anytime · only pay for verified records.
Trusted by sales, marketing, and GTM engineering teams.