Portfoliohiway
PortfolioHiWay’s innovative and comprehensive digital investment suite is designed to address all of your portfolio management needs, efficiently and economically
7-day free trial · no credit card
Verified contacts
18
available on Kipplo
LinkedIn employees
19
11 to 50 range
Open roles
—
no listings
Distinct roles
13
indexed titles
Tech stack
1
tools in use
Monthly traffic
—
organic / mo
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Decision-makers and verified team members
18 contacts with verified email or phone · masked until revealed.
- DI
Daniel Im
Chief Financial Officer and General Counsel · Other
EmailPhone - ER
Erfanur Rahman
Deputy Chief Compliance Officer · Finance & Accounting
EmailPhone - AM
Aubrey Miner
Investment Wealth Advisor · Finance & Accounting
EmailPhone - JD
Jhordan Dorrington
Investment & Wealth Advisor · Finance & Accounting
EmailPhone - JO
John Oconnor
Branch Manager · General Business & Management
EmailPhone - WK
Wilson Ki
Branch Manager · General Business & Management
EmailPhone - CB
Charles Brenninkmeijer
Operations Associate · Operations
EmailPhone - HK
Haley Kim
Operations Associate · Operations
EmailPhone - JM
Jada McDermott
Client Service and Marketing Associate · Customer/Client Service
EmailPhone
Showing 9 of 18 verified contacts
Top roles at Portfoliohiway
13 distinct titles indexed · top 10 shown.
- 2branch manager
- 2operations associate
- 1accountant
- 1chief financial officer and general counsel
- 1client service and marketing associate
- 1client service associate
- 1deputy chief compliance officer
- 1investment & wealth advisor
- 1investment wealth advisor
- 1portfolio manager, head of trading
- +3more titles
Sign up to unlock all 18 contacts at Portfoliohiway
Free for 7 days · 50 credits · no card · only pay for verified records.
Sign up to reveal 18 verified contacts at Portfoliohiway
7-day trial · no credit card · cancel anytime · only pay for verified records.
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