Dalbar
We help financial services firms and insurance companies communicate more effectively with their customers and financial advisors. We do so by evaluating call center service, client reporting, web and mobile sites as well as any other way financial services and insurance companies communicate with their “clients”. We report back to our clients on what they are doing well, where they should focus efforts to make improvements as well as where they stand versus their competitors or best in class in the industry.
7-day free trial · no credit card
Verified contacts
30
available on Kipplo
LinkedIn employees
32
51 to 200 range
Open roles
—
no listings
Distinct roles
27
indexed titles
Tech stack
2
tools in use
Monthly traffic
428
organic / mo
Sign up free to see all 30 verified contacts at Dalbar
Free for 7 days · 50 credits · no card · only pay for verified records.
Decision-makers and verified team members
30 contacts with verified email or phone · masked until revealed.
- EK
Emily Kunka
Head of Growth and Innovation · General Business & Management
EmailPhone - SE
Shelley Eramo
Director · General Business & Management
EmailPhone - CM
Carolyn Minx
Lead Ux Research Analyst · Research & Development
EmailPhone - JL
Jared Licklider
Research Manager · Research & Development
EmailPhone - JL
Julie Landry
Web Monitor Program Supervisor Senior Analyst · Information Technology
EmailPhone - CO
Courtney Oleary-Lima
Consultant · General Business & Management
EmailPhone - LC
Laurie Crane
Data Analyst · Information Technology
EmailPhone - MR
Marie Roderick
HR · Human Resources
EmailPhone - ET
Eric Taddeo
Report Researcher and Project Co-ordinator · Other
EmailPhone
Showing 9 of 30 verified contacts
Top roles at Dalbar
27 distinct titles indexed · top 10 shown.
- 2managing director
- 2web analyst
- 1()
- 1accountant
- 1analyst
- 1chief marketing officer
- 1consultant
- 1customer service analyst
- 1data analyst
- 1director
- +17more titles
Sign up to unlock all 30 contacts at Dalbar
Free for 7 days · 50 credits · no card · only pay for verified records.
Sign up to reveal 30 verified contacts at Dalbar
7-day trial · no credit card · cancel anytime · only pay for verified records.
Trusted by sales, marketing, and GTM engineering teams.