Prosperity - An Eisneramper Company
Prosperity – An EisnerAmper Company, is an independent fiduciary (RIA). Prosperity provides integrated tax-efficient planning, personalized financial strategies, and objective investment advice to help our clients make informed decisions, preserve wealth, and seize opportunities. We can accommodate both personal and business affairs at one firm, providing a seamless experience. Securities offered through DAI Securities, LLC, Member FINRA/SIPC. Advisory Services offered through Prosperity – An EisnerAmper Company. Prosperity – An EisnerAmper Company is not affiliated with DAI Securities, LLC. Prosperity - An EisnerAmper Company does not approve or endorse any third-party communications posted on Twitter, Facebook, LinkedIn or any other social media, nor does it encourage any such parties to post on its behalf.
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Verified contacts
48
available on Kipplo
LinkedIn employees
57
51 to 200 range
Open roles
—
no listings
Distinct roles
28
indexed titles
Tech stack
1
tools in use
Monthly traffic
56
organic / mo
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Decision-makers and verified team members
48 contacts with verified email or phone · masked until revealed.
- AC
Alan C. Bolotin
Senior Wealth Advisor · Finance & Accounting
EmailPhone - CB
Chris Barrett
Wealth Advisor · Finance & Accounting
EmailPhone - JF
Jaime Facchino
Relationship Manager · Sales & Business Development
EmailPhone - MS
Matt Schanz
Senior Wealth Advisor · Finance & Accounting
EmailPhone - NA
Nate Ahlberg
Senior Wealth Advisor · Finance & Accounting
EmailPhone - PR
Patrick Rogers
Senior Relationship Manager · Finance & Accounting
EmailPhone - SM
Sally Medich
Operations Manager · Operations
EmailPhone - SK
Steven Katzenstein
Senior Wealth Advisor · Finance & Accounting
EmailPhone - JK
Jana Kepicova
Senior Registered Client Service Associate · Customer/Client Service
EmailPhone
Showing 9 of 48 verified contacts
Top roles at Prosperity - An Eisneramper Company
28 distinct titles indexed · top 10 shown.
- 8senior wealth advisor
- 6prosperity - an eisneramper company
- 5wealth advisor
- 3relationship manager
- 2senior relationship manager
- 2wealth management controller
- 1- (&)
- 1- ()
- 1cfp, cdfa, senior wealth advisor
- 1chief market strategist
- +18more titles
Sign up to unlock all 48 contacts at Prosperity - An Eisneramper Company
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