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 | |
|---|---|---|---|---|
Derek Plummer | Electronic Order Entry | ******6880 | d.......r@cetera.com | |
Arlene Becker | Procurement | *******0766 | a.......r@cetera.com | |
Shon Mcgaha | Senior Information Security Engineer | ******0181 | s.......a@capgemini.com | |
Byron Patterson | Counsel | ******6880 | b.......n@cetera.com | |
David Kim | Senior Counsel | ******0841 | d.......8@gmail.com | |
Tim Stinson | Head Of Wealth Management | ******6880 | t.......n@cetera.com | |
Beilee Tracey | Hr Business Partner | ******8100 | b.......y@wellsfargo.com | |
Diane Castellon | Head Of Advertising Review | ******6880 | d.......n@cetera.com | |
Rhonda Dixon | Payroll Manager | ******5157 | r.......n@advancedequities.com | |
Vincent Sanzone | Senior Vice President, Head Of Advisor And Client Technology | ******0339 | v.......e@huntington.com | |
Michael Murray | Head Of Business Development | *******1976 | m.......1@yahoo.com | |
Kary Silvers | Wealth Management | ******0076 | k.......s@cetera.com | |
Chrishon Mcmanus | Counsel | ******6880 | c.......s@cetera.com | |
Mark Lee | Data | ******6880 | m.......e@cetera.com | |
Tom Rothenbucher | Chief Counsel | ******6880 | t.......r@cetera.com | |
Joe Faber | Svp, Corporate Development And Investor Relations | ******4170 | j.......r@cetera.com | |
Lisa Gok | General Counsel | ******6880 | l.......k@cetera.com | |
Lance Dumas | Planning | ******5232 | l.......s@cetera.com | |
Molly Rentz | Staffing | *******3100 | m.......z@alpsinc.com | |
Geremy Tan-torres | Business Intelligence Leader | ******6880 | g.......s@cetera.com | |
Candy Lin | Director, Product Management | *******1375 | c.......n@directv.com | |
Madelyn Brown | Regulatory Examination | ******6880 | m.......n@firstallied.com | |
Cassidy Runyan | Marketing Strategy Manager | ******6742 | c.......n@petco.com | |
Jennifer Boyer | Vice President Human Resources, Human Resources Business Partner | ******6742 | j.......b@petco.com | |
Jacob Lowry | Internal Advisory Business Consultant | ******3242 | j.......y@northwesternmutual.com | |
Philip Park | Financial | ******4800 | p.......k@cetera.com | |
Dede Deddens-brill | Marketing Communications | ******5156 | d.......s@aol.com | |
Daniel Nienaber | Senior Financial Analyst | *******5139 | d.......3@yahoo.com | |
Susan Zeile | Employee Communications Manager | *******5482 | s.......e@cetera.com | |
Ian Godsey | Compliance | *******7603 | i.......y@gmail.com | |
Pedro Perkins | It Engineer | ******6880 | p.......s@cetera.com | |
Rashesh Chokshi | Data Integration And Etl Architect | ******6880 | r.......i@cetera.com | |
Sylvia Hartzell | Administrative | ******6880 | s.......l@cetera.com | |
Julia Hsu | Graphic Designer + Design Coordinator | *******8030 | j.......u@cetera.com | |
Jason Silitsky | Wealth Manager | *******4323 | j.......y@firstinvestors.com | |
Natalia Reshetova | Senior Investment Analyst | *******7010 | n.......a@systematicalpha.com | |
Cecilia Rooks | Marketing Communications | *******8391 | c.......s@cetera.com | |
Alicia Kahler | Executive Assistant | ******5235 | a.......r@cetera.com | |
Katherine Gaines | Business | ******6880 | k.......s@cetera.com | |
Lisa Gapinski | Pmo Portfolio Manager - Back Office, Clearing And Corporate Operations | ******6880 | l.......i@cetera.com | |
Jason Dohlman | Operations Coordinator | *******9085 | j.......n@gmail.com | |
Miles Carter | Head Of Broker Dealer Technology | ******4641 | m.......r@cetera.com | |
Bryan Freisinger | Senior Vice President- Corporate Initiatives | ******6880 | b.......r@cetera.com | |
Kelsey Zierden | Registration Coordinator | ******6880 | k.......n@cetera.com | |
Gordy Anderson | Fixed Income | ******6880 | g.......n@cetera.com | |
Dave Smitham | Counsel | ******6880 | d.......m@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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