Treloar & Heisel
Treloar & Heisel offers dental and medical professionals nationwide a comprehensive suite of financial products and services. What started as a family enterprise over half a century ago is now a financial services provider to dental and medical professionals. Treloar and Heisel is proud to assist thousands of clients from residency into practice and through retirement. Our experienced team delivers custom-tailored advice through an active local presence, while our strong national network ensures that our clients experience the same high level of service they have come to expect from us - no matter where they move within the United States. Investment Advice offered through WCG Wealth Advisors, LLC, a Registered Investment Advisor doing business as Treloar & Heisel Wealth Management. Treloar & Heisel Wealth Management is a separate entity from The Wealth Consulting Group and WCG Wealth Advisors, LLC. Third party posts found on this profile do not reflect the views of WCG Wealth Advisors, LLC or Treloar & Heisel Wealth Management and have not been reviewed by WCG Wealth Advisors as to accuracy or completeness.
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Verified contacts
49
available on Kipplo
LinkedIn employees
78
51 to 200 range
Open roles
—
no listings
Distinct roles
27
indexed titles
Tech stack
2
tools in use
Monthly traffic
2.3K
organic / mo
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Decision-makers and verified team members
49 contacts with verified email or phone · masked until revealed.
- AC
Amy Carbone
Marketing Director · Advertising & Marketing
EmailPhone - AS
Alexander Spiller
Regional Vice President · Sales & Business Development
EmailPhone - JP
Joseph Pantoja
Regional Vice President · Sales & Business Development
EmailPhone - SJ
Shawn Johnson
Vice President, Business Development · Sales & Business Development
EmailPhone - AM
Angel Moran
Senior Case Manager · Customer/Client Service
EmailPhone - CT
Cody Trinch
Financial Services Advisor · Finance & Accounting
EmailPhone - MN
Melinda Nero
Relationship Manager · Sales & Business Development
EmailPhone - OA
Orion Anderson
Relationship Manager · Sales & Business Development
EmailPhone - AP
Aaron Paolini
Financial Services Associate · Finance & Accounting
EmailPhone
Showing 9 of 49 verified contacts
Top roles at Treloar & Heisel
27 distinct titles indexed · top 10 shown.
- 11financial services associate
- 4clerical
- 3relationship manager
- 2marketing director
- 2processing specialist
- 2regional vice president
- 1,,
- 1account executive
- 1case manager
- 1commercial account executive
- +17more titles
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