Elite Resource Team
Elite Resource Team teaches Financial Advisors how to truly differentiate themselves by working with CPAs in a proven and efficient system. Using the CPA Team Based Model and a patent pending process, Financial Advisors are able to identify, contact, engage, monetize, and maintain relationships with CPAs, resulting in much more proactive and holistic planning. This win/win relationship allows the CPA to deliver the value that their clients want and need, while simultaneously reduces the inefficiencies that Financial Advisors experience using traditional cold marketing techniques and referral models.
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Verified contacts
32
available on Kipplo
LinkedIn employees
41
11 to 50 range
Open roles
—
no listings
Distinct roles
22
indexed titles
Tech stack
1
tools in use
Monthly traffic
177
organic / mo
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Decision-makers and verified team members
32 contacts with verified email or phone · masked until revealed.
- JS
James Sanford
Managing Program Director · General Business & Management
EmailPhone - JW
Jena Wilson
Senior Director · General Business & Management
EmailPhone - EF
Emily Freitas
Member Success Manager · Customer/Client Service
EmailPhone - LC
Lindsay Czajka
Digital Marketing Manager · Advertising & Marketing
EmailPhone - JP
Jay Poskanzer
CPA Team Based Model Consultant · Finance & Accounting
EmailPhone - MA
Michael Apollonsky
Marketing Coordinator · Advertising & Marketing
EmailPhone - PS
Phil Sherrill
CPA Team Based Model Consultant · Finance & Accounting
EmailPhone - AJ
Anton J Anderson
Chief Executive Officer · Other
EmailPhone - EA
Evan Anderson
Proactive Facilitator · Other
EmailPhone
Showing 9 of 32 verified contacts
Top roles at Elite Resource Team
22 distinct titles indexed · top 10 shown.
- 6cpa team based model consultant
- 3team based model consultant
- 1(),,
- 1advanced planning lead - team based model consultant
- 1business consultant
- 1chief executive officer
- 1cpa team model consultant
- 1data manager
- 1digital marketing manager
- 1director of operations
- +12more titles
Sign up to unlock all 32 contacts at Elite Resource Team
Free for 7 days · 50 credits · no card · only pay for verified records.
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Trusted by sales, marketing, and GTM engineering teams.