Gideon Strategic Partners
Gideon Strategic Partners is a financial services company that puts client success first. We work to create an environment where integrity and exceptional performance help our clients achieve their goals. Our team designs strategies around high-net-worth individuals and companies' unique needs, focusing on tax-efficient investment strategies, risk management, and retirement and estate planning. Since 2012, we’ve been helping our clients thrive in an ever-changing economy. Private Equity | Private Debt | Real Estate | Venture Capital | Digital Assets | Blockchain Securities and Investment Advisory Services are offered through The Leaders Group, Inc, Securities Dealer, Member FINRA/SIPC; TLG Advisors, Inc, Registered Investment Advisor; 475 Springfield Ave, Suite 1, Summit, NJ 07901. Robert Amoruso CA Insurance License #0i35718
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Verified contacts
35
available on Kipplo
LinkedIn employees
36
11 to 50 range
Open roles
—
no listings
Distinct roles
23
indexed titles
Tech stack
2
tools in use
Monthly traffic
281
organic / mo
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Decision-makers and verified team members
35 contacts with verified email or phone · masked until revealed.
- AB
Amber Boucher
Director of Communications · Advertising & Marketing
EmailPhone - JK
Jolie Karunuñgan
Director of Underwriting Services & Operations · Other
EmailPhone - PR
Pegah R.
Head of Project Management · Operations
EmailPhone - TE
Trevor E. Charlston
Head of Institutional Relationships · Finance & Accounting
EmailPhone - CG
Caroline Goldsmith
Vice President Operations · Operations
EmailPhone - DP
Daniel Pachino
Vice President · General Business & Management
EmailPhone - TP
Travis Pollard
Vice President · General Business & Management
EmailPhone - WC
Wyatt Chase
Client Service Associate · Customer/Client Service
EmailPhone - EK
Ed Kispert
Founder & Managing Partner · General Business & Management
EmailPhone
Showing 9 of 35 verified contacts
Top roles at Gideon Strategic Partners
23 distinct titles indexed · top 10 shown.
- 4client service associate
- 2director of communications
- 2partner
- 2research coordinator
- 2vice president
- 1accounting administrator
- 1chief investment officer
- 1client relationship manager
- 1client services associate
- 1commission sales associate
- +13more titles
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