Golconda Partners
Golconda Partners, LLC is an independent firm that serves as a guide and service platform for ultra-affluent clients who are seeking to effectively navigate the sophisticated and financially powerful applications of life insurance and annuity investment accounts. We focus on two value-creating activities- Traditional Life Insurance: Providing liquidity for estates through the acquisition of large portfolios of traditional life insurance- Private Placement: Shielding investment portfolios from income tax through the acquisition of private placement life insurance and annuity investment accounts. Our team has been involved with numerous product and process innovations over the years that have become life insurance industry best practices. Our most recent innovation is a unique client service platform that we invite our clients and their professional advisors to utilize. Securities offered through The Leaders Group, Inc, Member FINRA/SIPC, 26 W Dry Creek Circle, Suite 800, Littleton CO 80120,(303) 797-9080.
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Verified contacts
30
available on Kipplo
LinkedIn employees
30
11 to 50 range
Open roles
—
no listings
Distinct roles
20
indexed titles
Tech stack
0
tools in use
Monthly traffic
70
organic / mo
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Decision-makers and verified team members
30 contacts with verified email or phone · masked until revealed.
- DA
Denise Andl
Director of Client Services · Customer/Client Service
EmailPhone - KH
Katherine Harlin
Implementation Manager · Operations
EmailPhone - JG
John Gatesman
Client Advisor · Customer/Client Service
EmailPhone - JM
Joyce Maples
Sr Client Service Associate · Customer/Client Service
EmailPhone - SL
Stacey Levine
Operations Specialist · Operations
EmailPhone - AE
Aidan Elliott
Managing Director · General Business & Management
EmailPhone - IR
Isabella Riddell
Underwriter · Other
EmailPhone - JG
Jeff Greenfield
Managing Director · General Business & Management
EmailPhone - KD
Kolja Dobrindt
Director of Private Client Services · Other
EmailPhone
Showing 9 of 30 verified contacts
Top roles at Golconda Partners
20 distinct titles indexed · top 10 shown.
- 3client relationship manager
- 3implementation manager
- 2director of client services
- 2managing director
- 2underwriter
- 1administrative assistant
- 1business analyst intern
- 1client advisor
- 1client service associate
- 1client services associate
- +10more titles
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