Verified
Cetera Financial Group
Investment Banking
Founded: 2010
Headquarters: 200 N Pacific Coast Hwy, El Segundo, CA 90245, USA
Overview
Location
Nebraska, United States
Headquarter
200 N Pacific Coast Hwy, El Segundo, CA 90245, USA
Contact Number
6263561600
No of Employees
2500
Industry
Investment Banking
Contact Email
information@haventower.com
Company Type
Private Company
Website
Founded
2010
CEO
Adam Antoniades
Codes
SIC Code 62,628 | NAICS Code 52,523
Annual Revenue
2.1 Billion USD
Total Funding
Not Available
Recent Funding Amount
Not Available
No of Funding Rounds
0
Founders
Dale Brown
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
Top C-suite Members of Company
Connect with key decision-makers at Cetera Financial Group. View contact details of C-suite executives and leadership team.
| Name | Title | Contact | |
|---|---|---|---|
| Brandon Dirkschneid | Chief Executive Officer | b****.@coordplan.com | |
| Robert Mundy | Director | r****y@coordplan.com | |
| Adam Bailey | Director | a****y@coordplan.com | |
| Emma Baker | Manager | e****r@coordplan.com | |
| Robert Mundy | Director | r****y@coordplan.com | |
| Adam Bailey | Director | a****y@coordplan.com | |
| Nan Merrill | Client Relationship Advocate | n****l@coordplan.com | |
| Kris Mrsny | Insurance Division Manager | k****y@coordplan.com |
Employees Contact
Are you Seeking to connect with decision-makers? Acquire their contact info, including emails and phone numbers, from credible sources like LinkedIn or trusted websites.
| Name | Position | Phone | Profile | |
|---|---|---|---|---|
Amy Difrancesco | Manager, Content Strategy And Creative | ******1547 | a.......6@gmail.com | |
Pranai Gowravarapu | Business Objects Administrator | ******6880 | p.......u@cetera.com | |
Scott Hennon | Chief Information Security Officer And Head Of Security Services | ******3967 | s.......n@eastwestbank.com | |
Dana Goodson | Program Manager, Talent Acquisition And Human Resources | ******2960 | d.......1@hotmail.com | |
Connie Kwok | Human Resources Operations Analyst | ******6880 | c.......4@yahoo.com | |
Adam Bolander | Operations Business Analyst | ******6880 | a.......r@cetera.com | |
Morgan Yarbrough | Information Security | ******3100 | m.......h@cetera.com | |
Chris Reinholz | Trading | ******6880 | c.......z@cetera.com | |
Kim Bijou | Talent Adviser | ******3100 | k.......u@cetera.com | |
Terry Schroeder | Senior Business Analyst | *******3765 | t.......r@cetera.com | |
Tim Conner | It Software Development | ******6880 | t.......m@objectivelabs.com | |
Ashley Laraia | Operations Coordinator | ******6880 | a.......7@yahoo.com | |
Javier Villela | Director Of Finance | ******6880 | j.......a@cetera.com | |
Brendon Bryan | Supervision Specialist | ******7694 | b.......n@erols.com | |
Kien Lam | Information Security Manager | ******7878 | k.......m@cnb.com | |
Miranda Mccoy | Regulatory Exam Manager | *******7217 | m.......w@aol.com | |
Jill Dodge | Senior Vice President, Marketing | ******0054 | j.......e@gmail.com | |
James Mccool | Director, Cloud Services | ******5464 | m.......3@gmail.com | |
Joseph Scharfbillig | Product Sales Specialist | *******5508 | j.......g@cetera.com | |
Garrett Beam | Head Of Product Management | *******7343 | g.......m@lpl.com | |
Kyron Jackson | Senior Human Resources Information Systems Manager | ******6190 | k.......j@hotmail.com | |
Colleen Connor | Vice President, Head Of Conferences | ******1212 | c.......r@cetera.com | |
Adriana Senior | Svp, Head Of Communications | ******2518 | a.......r@yahoo.com | |
Ting Liu | Regulatory Affairs | *******7851 | t.......u@cetera.com | |
Kerry Cunningham | Head Of Risk Management Cetera | ******6880 | k.......m@cetera.com | |
Jeremy Wooden | Counsel | ******6880 | j.......n@cetera.com | |
Adam Mckay | Investment Adviser Representative | *******2142 | a.......y@ceterafs.com | |
Blaine Smith | Marketing Wealth Management | ******6880 | m.......h@gmail.com | |
Greg Olson | Deputy General Counsel | ******6880 | g.......n@cetera.com | |
Janani Iyengar | Assistant Treasurer | ******6232 | j.......e@gmail.com | |
Kathleen Bilbia | Corporate Paralegal | ******6880 | k.......a@cetera.com | |
Bob Blough | Investment Adviser Representative Registered Representative | ******9646 | b.......h@cetera.com | |
Marcel Santos | Wealth Advisor | *******1386 | m.......s@firstinvestors.com | |
Areo Malek | Systems Operations Analyst And Data Analyst | ******7120 | a.......m@washlaundry.com | |
Todd Cline | Senior Business Consultant | *******5544 | t.......e@gmail.com | |
Michael Gzyl | Investment Executive | ******0483 | g.......7@gmail.com | |
Sharon Wright | Advertising Compliance | ******6880 | s.......4@yahoo.com | |
Summer Hammons | Human Resources Business Partner | ******4533 | s.......h@imtresidential.com | |
Sara Herring | Audit Supervisor | ******6880 | s.......g@cetera.com | |
Eric Netzel | It Service Desk Consultant | ******6880 | e.......l@cetera.com | |
Azfar Rasul | Senior Application Developer | ******8511 | a.......l@msn.com | |
Byron Hirata | Cfp | ******6880 | b.......a@cetera.com | |
Steve Siepak | Advisory Recruiting Specialist | *******7198 | s.......k@natplan.com | |
Teresa Latimer | Senior Auditor | ******7019 | t.......r@cetera.com | |
Adeline Wong | Retirement Plan Fiduciary Programs | ******7999 | a.......g@cetera.com | |
Chanh Park-wyld | Coordinator At Cetera Financial Group | ******6880 | c.......i@gmail.com | |
Joe Poirier | Advisor Education Training Specialist | ******4431 | j.......r@macys.com | |
Michael Gagliotti | Investment Consultant | ******6880 | d.......9@gmail.com | |
Jonathan Brenner | Vice President Strategy | *******1111 | j.......r@nuvasive.com | |
Rochelle Yarjan | User Experience | ******3188 | y.......n@gmail.com | |
Barbara Borts | It | ******3100 | b.......s@cetera.com | |
Gene Goldman | Chief Investment Officer And Director Of Research | *******1677 | g.......n@hotmail.com | |
Michael Roush | Regional Training Specialist | ******4499 | r.......e@gmail.com | |
Jason Tryon | Development Supervisor | ******7275 | j.......n@directv.com | |
Lisa Di Franco | Executive Assistant | *******6541 | d.......4@gmail.com | |
Kristina Grant | Operations Manager | ******6880 | k.......t@cetera.com | |
Scott Babinat | Operations Associate | *******1052 | s.......s@gmail.com | |
Abbey Eastham | Product Manager, Investment Solutions | ******8725 | a.......m@hotmail.com | |
Nick Whitsell | Operations | ******6880 | n.......l@cetera.com | |
Justin Zink | Senior Financial Analyst, Corporate Fp And A | *******9526 | j.......k@cetera.com | |
Antonitta Bolling | Compliance Data | ******2215 | a.......g@yahoo.com | |
Nichole Parnell | Business System | *******7158 | n.......l@cetera.com | |
Mohan Raj | Vice President Application Development | ******3259 | m.......g@hotmail.com | |
Jeremy Carr | Senior Counsel | ******4363 | j.......r@cetera.com | |
Jake Scullion | Senior Corporate Finance And Strategy Analyst | *******9600 | j.......n@cetera.com | |
Michael Clement | Senior Recruiter- Business Development | ******9323 | m.......t@cetera.com | |
Joe Sawyer | Cfp | ******6880 | j.......r@cetera.com | |
Marissa Fox-foley | Corporate Brand Marketing | ******5489 | m.......y@cetera.com | |
Charles Young | Information Security | ******8166 | c.......g@cetera.com | |
Srinivas Pattabi | Vice President - Enterprise Data | ******9606 | s.......i@gmail.com | |
Eric Li | Staff Accountant | ******8810 | e.......l@nsbn.com | |
Michael Zuna | Chief Marketing Officer | ******4964 | m.......a@petco.com | |
Jamie Tiano | Hr Planning Execution | ******8100 | j.......o@cetera.com | |
Tim Rambo | Senior Systems Engineer | ******9501 | t.......o@aceparking.com | |
Lori Keller | Business | ******6880 | l.......r@cetera.com | |
Michael Jankowski | Vice President Product, Mutual Funds And Etfs | ******6880 | m.......i@cetera.com | |
Becky Ning | Senior Auditor | ******3990 | b.......g@cetera.com | |
Kevin Choate | Enterprise Architect | ******5489 | k.......e@firstallied.com | |
John Gentry | Investment Advisor | *******9090 | j.......y@firstinvestors.com | |
Alexis Nikkhoo | Branch Manager And Vice President | ******7400 | a.......o@firstinvestors.com | |
Ricardo Meneses | Vice President, Legacy Builder Program Manager - Business Consulting Group | ******5302 | r.......s@hotmail.com | |
Stephen Scanlon | Senior Investment Solutions Associate | ******0076 | s.......n@gmail.com | |
Jeremy Love | Surveillance Analyst | ******6880 | j.......e@cetera.com | |
Ken Muraoka | Svp, Head Of Compliance Shared Services | ******0802 | k.......1@msn.com | |
Lindsay Hurtado | Commissions Coordinator, Commissions Department | ******6880 | l.......o@cetera.com | |
Brad Best | Director Of Advisor Education | ******6880 | b.......t@cetera.com | |
Kim Sparks | Regulatory Exam Manager At Cetera Financial Group | ******6880 | k.......s@cetera.com | |
Shawn Choo-murphy | Program Analyst | *******1925 | s.......y@zlinekitchen.com | |
Sally Dewitt | Financial Advisor | *******4649 | c.......t@hotmail.com | |
Doug Bruggeman | Manager, Sales Solution Team | ******6880 | d.......n@cetera.com | |
Mary Catlett | Operations In Brokerage Operations Solution Center Aerotek Contractor | ******1566 | m.......t@cetera.com | |
Wayne Larsen | Accounting Manager | ******6880 | w.......p@us.westfield.com | |
Judy Helman | Auditor | ******6880 | j.......n@yahoo.com | |
Jordan Tuttle | Senior Operations Coordinator | ******7325 | j.......e@lumberliquidators.com | |
Mike Calder | Senior Recruiter, Business Development | ******3490 | m.......5@gmail.com | |
Jason Borgmann | Head Of Investment Platforms | ******4878 | j.......8@goodnet.com | |
Philip Chang | Business Consulting Group - Consultant | ******6880 | p.......g@cetera.com | |
Joanne Palmer | Director Of Procurement | ******8506 | p.......o@mattel.com | |
Anne Godfrey | Content Strategist | ******3623 | a.......y@lpl.com | |
Tina Stout | Performance And Organization Development | ******3997 | t.......t@cetera.com |
Email Formats
Discover the email patterns used at Cetera Financial Group to connect with the right people.
| Email Format | Example | Percentage |
|---|---|---|
| firstname.lastname@company.com | john.doe@company.com | 45% |
| firstname@company.com | john@company.com | 30% |
| firstinitial.lastname@company.com | j.doe@company.com | 15% |
| firstname_lastname@company.com | john_doe@company.com | 10% |
View Email formats of the company.
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Frequently Asked Questions
What is the address of Cetera Financial Group's headquarters?
Cetera Financial Group is headquartered at 200 N Pacific Coast Hwy, El Segundo, CA 90245, USA.
How can I contact Cetera Financial Group by phone?
You can reach Cetera Financial Group by calling their customer support number at 6263561600.
What is the official website for Cetera Financial Group?
You can visit Cetera Financial Group's official website at www.cetera.com.
How much revenue does Cetera Financial Group generate?
Cetera Financial Group reports an annual revenue of approximately 2.1 Billion USD.
What is the SIC code for Cetera Financial Group?
The Standard Industrial Classification (SIC) code for Cetera Financial Group is 62,628.
What is the NAICS code for Cetera Financial Group?
Cetera Financial Group falls under the NAICS code 52,523.
How many people work at Cetera Financial Group?
Cetera Financial Group has a workforce of about 2500 employees.
Which technologies are used by Cetera Financial Group?
Cetera Financial Group utilizes technologies like RSS, reCAPTCHA, Google Font API.
Who is the Chief Executive Officer (CEO) of Cetera Financial Group?
The CEO of Cetera Financial Group is Adam Antoniades.
How can I get in touch with Cetera Financial Group?
To contact Cetera Financial Group, call 6263561600 or visit their website at www.cetera.com
Is Cetera Financial Group a publicly traded company?
No, Cetera Financial Group is a private company.
Which industry is Cetera Financial Group part of?
Cetera Financial Group operates in the Investment Banking, Finance industry.
Who are the main competitors of Cetera Financial Group?
Key competitors of Cetera Financial Group include Cl Financial Planning, Powers Financial Resources, Victory Financial Planning, Legacy Investments & Insurance Services
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