Fi-Tek Wealth Solutions
Fi-Tek Wealth Solutions originated out of an internal technology development effort at the wealth management firm founded by the Rockefeller family. Development began in the late 1990’s on a solution – Rockit Command® – that would consolidate account data from multiple sources, focus on data integrity, accounting, performance and flexible reporting.
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Verified contacts
80
available on Kipplo
LinkedIn employees
83
51 to 200 range
Open roles
—
no listings
Distinct roles
51
indexed titles
Tech stack
0
tools in use
Monthly traffic
—
organic / mo
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Decision-makers and verified team members
80 contacts with verified email or phone · masked until revealed.
- SW
Steve Weissman
Director, Performance Services · General Business & Management
EmailPhone - CT
Corie Totten
Senior Performance Analyst · Operations
EmailPhone - DJ
Dennis Joe
Senior Performance Analyst · Operations
EmailPhone - JT
Janine Tesoriero
Treasury Manager · Finance & Accounting
EmailPhone - LP
Linda P. Spiewak
Manager, Reconciliation · Finance & Accounting
EmailPhone - LM
Lyndi Mecham
Treasury Supervisor · Finance & Accounting
EmailPhone - MS
Marcony Simoes
Trust Operations Manager · Operations
EmailPhone - MR
Michael Robinson
Manager of Partnership Accounting · Other
EmailPhone - RC
Ryan Cherniske
Manager of Pricing · Finance & Accounting
EmailPhone
Showing 9 of 80 verified contacts
Top roles at Fi-Tek Wealth Solutions
51 distinct titles indexed · top 10 shown.
- 15fi-tek wealth solutions
- 2()
- 2operations
- 2pricing analyst
- 2securities processing associate
- 2securities processing specialist
- 2senior performance analyst
- 2treasury analyst
- 1&,
- 1, &,
- +41more titles
Sign up to unlock all 80 contacts at Fi-Tek Wealth Solutions
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