Cetera Financial Group
Investment Banking
Company overview
Coordinated Planning specializes in coordinating business, estate, life insurance, and charitable planning for busy and successful individuals. The company aims to bridge gaps in advice by ensuring effective collaboration among various financial advisors, including accountants, attorneys, and insurance agents. Their unique approach involves actively suggesting reviews and facilitating communication among advisors to ensure comprehensive and coordinated planning. This service is particularly useful for clients seeking to streamline their financial strategies and enhance advisor interaction.
Employees by Level
C-Level
1
Director
2
Manager
2
Non-Manager
1
Top Contacts
7
Available Jobs at Cetera Financial Group
Top C-suite Members of Company
Connect with key decision-makers at Cetera Financial Group. View the C-suite executives and leadership team.
| Name | Title | Contact | Action |
|---|---|---|---|
| Brandon Dirkschneid | Chief Executive Officer | b****.@coordplan.com | Show details |
| Robert Mundy | Director, Cap of Business Development | r****y@coordplan.com | Show details |
| Adam Bailey | Director, Business Development | a****y@coordplan.com | Show details |
| Emma Baker | Manager, Business Insurance | e****r@coordplan.com | Show details |
| Robert Mundy | Director, Cap of Business Development | r****y@coordplan.com | Show details |
| Adam Bailey | Director, Business Development | a****y@coordplan.com | Show details |
| Nan Merrill | Client Relationship Advocate | n****l@coordplan.com | Show details |
| Kris Mrsny | Insurance Division Manager | k****y@coordplan.com | Show details |
Employees Contact
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Email formats
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| Email format | Example | Percentage |
|---|---|---|
| Email formats for Cetera Financial Group are not available. | ||
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Technology stack
Cetera Financial Group uses RSS to enhance their digital capabilities and improve operational efficiency.
Cetera Financial Group uses reCAPTCHA to differentiate human users from automated bots, protecting websites and online services from spam, abuse, and fraudulent activity while maintaining a seamless user experience.
Cetera Financial Group uses Google Font API to easily embed a diverse range of high-quality fonts on its website, enhancing typography, branding, and user experience with robust performance.
Cetera Financial Group uses Font Awesome to integrate scalable vector icons into its web applications, enhancing user interface design and ensuring visual consistency across all devices.
Cetera Financial Group uses Twitter Emoji (Twemoji) to enhance their digital capabilities and improve operational efficiency.
Cetera Financial Group uses Spin.js to enhance their digital capabilities and improve operational efficiency.
Cetera Financial Group uses Select2 to enhance their digital capabilities and improve operational efficiency.
Cetera Financial Group uses jQuery UI to enhance web applications with a robust set of ready-to-use, customizable UI widgets and interactions, simplifying development and improving user experience.
Cetera Financial Group uses jQuery Migrate to ensure backward compatibility and smooth upgrades to newer jQuery versions by restoring deprecated features and behaviors, preventing existing scripts from breaking and aiding in code modernization.
Cetera Financial Group uses jQuery to simplify client-side scripting, enabling faster and more efficient manipulation of the HTML DOM, event handling, animation, and AJAX interactions across various web browsers.
Cetera Financial Group uses FancyBox to enhance their digital capabilities and improve operational efficiency.
Cetera Financial Group uses core-js to enhance their digital capabilities and improve operational efficiency.
Cetera Financial Group uses Flywheel to enhance their digital capabilities and improve operational efficiency.
Cetera Financial Group uses Priority Hints to enhance their digital capabilities and improve operational efficiency.
Cetera Financial Group uses Bootstrap to enhance their digital capabilities and improve operational efficiency.
Cetera Financial Group uses PHP to develop dynamic, data-driven web applications and websites, leveraging its robust server-side scripting capabilities for powerful and scalable online experiences.
Cetera Financial Group uses MySQL to store, manage, and retrieve structured data efficiently and reliably, powering scalable web applications and critical business operations with robust data management capabilities.
Cetera Financial Group uses WordPress to enhance their digital capabilities and improve operational efficiency.