Mundi Financial
At Mundi Financial, our professionals are more than just financial advisors — we’re your neighbors, dedicated to serving individuals and families in our community. We apply a warm, receptive style to the serious business of managing your wealth. Securities offered through Kestra Investment Services, LLC, member FINRA/SIPC. Investment advisory services offered through Kestra Private Wealth Services, LLC, an affiliate of Kestra Investment Services, LLC. Mundi Financial is not affiliated with Kestra IS. and This site is published for residents of the United States only. Registered Representatives of Kestra Investment Services, LLC and Investment Advisor Representatives of Kestra Advisory Services, LLC, may only conduct business with residents of the states and jurisdictions in which they are properly registered. Therefore, a response to a request for information may be delayed. Not all of the products and services referenced on this site are available in every state and through every representative or advisor listed. Neither Kestra IS nor Kestra AS provides legal or tax advice. For additional information, please contact our Compliance department at 844-553-7872.
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Verified contacts
6
available on Kipplo
LinkedIn employees
6
1 to 10 range
Open roles
—
no listings
Distinct roles
5
indexed titles
Tech stack
2
tools in use
Monthly traffic
48
organic / mo
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Decision-makers and verified team members
6 contacts with verified email or phone · masked until revealed.
- IS
Ida Sandler
Vice President-investor Relations · Finance & Accounting
EmailPhone - JB
Jannine Barbosa
Vice President Operations · Operations
EmailPhone - SD
Sarah Degraw
Financial Advisor · Finance & Accounting
EmailPhone - SC
Steven Candela
Portfolio Analyst · Finance & Accounting
EmailPhone - WK
William Krivicich
CEO & Founder · General Business & Management
EmailPhone
Showing 5 of 6 verified contacts
Top roles at Mundi Financial
5 distinct titles indexed · top 5 shown.
- 1ceo & founder
- 1financial advisor
- 1portfolio analyst
- 1vice president operations
- 1vice president-investor relations
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