Crown Wealth Group
Crown Wealth Group's Personal CFO platform offers comprehensive family-office solutions to affluent families in search of a unified point of contact for all their financial advice, planning, and execution needs.
7-day free trial · no credit card
Verified contacts
12
available on Kipplo
LinkedIn employees
11
1 to 10 range
Open roles
—
no listings
Distinct roles
8
indexed titles
Tech stack
1
tools in use
Monthly traffic
33
organic / mo
Sign up free to see all 12 verified contacts at Crown Wealth Group
Free for 7 days · 50 credits · no card · only pay for verified records.
Decision-makers and verified team members
12 contacts with verified email or phone · masked until revealed.
- DC
Doug Coppola
Executive Director & Investment Committee Chairman · Other
EmailPhone - ZO
Zac Obrien
Managing Director of Athlete Division at Crown Wealth Group · Other
EmailPhone - AO
Amy Olsen
Client Relations Manager · Customer/Client Service
EmailPhone - BD
Bailey Death
Operations Manager · Operations
EmailPhone - SC
Sean Casullo
Senior Wealth Planner · Finance & Accounting
EmailPhone - CH
Carter Hodgson
Associate Advisor · Finance & Accounting
EmailPhone - SD
Scott Drake
Managing Director Charlotte · Other
EmailPhone
Showing 7 of 12 verified contacts
Top roles at Crown Wealth Group
8 distinct titles indexed · top 8 shown.
- 1associate advisor
- 1client relations manager
- 1executive director & investment committee chairman
- 1managing director charlotte
- 1managing director of athlete division at crown wealth group
- 1operations manager
- 1operations specialist
- 1senior wealth planner
Sign up to unlock all 12 contacts at Crown Wealth Group
Free for 7 days · 50 credits · no card · only pay for verified records.
Sign up to reveal 12 verified contacts at Crown Wealth Group
7-day trial · no credit card · cancel anytime · only pay for verified records.
Trusted by sales, marketing, and GTM engineering teams.