Marcum Wealth
At Marcum Wealth, our mission is to provide you with the tools, resources, and technology to help you become an effective “CEO of your money”™. As your team of advisors for your financial answers, we can provide the multidisciplined resources, the customized roadmap and the time-tested financial planning and investment management processes to assist you in reaching your life-long and legacy goals. Legal Notice:
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Verified contacts
13
available on Kipplo
LinkedIn employees
16
51 to 200 range
Open roles
—
no listings
Distinct roles
11
indexed titles
Tech stack
2
tools in use
Monthly traffic
231
organic / mo
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Decision-makers and verified team members
13 contacts with verified email or phone · masked until revealed.
- CP
Constance Pyles
Manager - Client Services · Customer/Client Service
EmailPhone - MV
Michael van Himbergen
Financial Advisor with Aurum Wealth Management · Other
EmailPhone - CH
Charlie Hoffmann
Managing Director, Partner · General Business & Management
EmailPhone - LS
Leeann Schultz
Chief Compliance Officer · Legal
EmailPhone - FR
Feliza Ramsaran
Client Service Associate · Customer/Client Service
EmailPhone - JC
John Costello
Financial Advisor · Finance & Accounting
EmailPhone - KP
Kevin Pietrzyk
Trading Specialist · Finance & Accounting
EmailPhone - NS
Nikea Stathopoulos
Client Service Associate · Customer/Client Service
EmailPhone - BC
Bob Coode
Managing Director and Patner · General Business & Management
EmailPhone
Showing 9 of 13 verified contacts
Top roles at Marcum Wealth
11 distinct titles indexed · top 10 shown.
- 2client service associate
- 2managing director, partner
- 1chief compliance officer
- 1financial advisor
- 1financial advisor with aurum wealth management
- 1fundador
- 1long term insurance expert
- 1manager - client services
- 1managing director and patner
- 1paraprofessional
- +1more titles
Sign up to unlock all 13 contacts at Marcum Wealth
Free for 7 days · 50 credits · no card · only pay for verified records.
Sign up to reveal 13 verified contacts at Marcum Wealth
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