Global Distribution Team

SALES MANAGERS

Jesse Brownell

Jesse Brownell

Divisional Sales Manager

David Rentfrow

David Rentfrow, CIMA^®

Head of Client and Digital Strategies

Andrew Rice

Andrew Rice, CIMA^®

Divisional Sales Manager

REGIONAL CONSULTANTS

William R. Chisholm

William R. Chisholm, CIMA^®

Regional Consultant
New Jersey-Eastern Pennsylvania Region

Joseph T. Daly

Joseph T. Daly

Regional Consultant
New England Region

Steven Elder

Steven Elder, CIMA^®, CRC^®

Regional Consultant
Pacific Northwest Region

Greg Feldman

Greg Feldman

Regional Consultant
Florida Region

John Gould

John Gould, CIMA^®

Regional Consultant
Southern California Region

Ian Hass

Ian Hass

Regional Consultant
Texas-Oklahoma Region

James Humpherson

James Humpherson

Regional Consultant
Chicago Region

Jon Jurus

Jon Jurus, CRPC^®

Regional Consultant
Michigan-Indiana Region

Laura Kling

Laura Kling

Regional Consultant
New York Metro Region

Troy Mosconi

Troy Mosconi, CIMA^®

Regional Consultant
Ohio-Kentucky-Western Pennsylvania Region

Kevin Parent

Kevin Parent

Regional Consultant
Northern California Region

Brian Ridgeway

Brian Ridgeway

Regional Consultant
Mountain States Region

Matthew Seiter

Matthew Seiter, CIMA^®

Regional Consultant
Carolinas-Tennessee Region

Courtney Sprio

Courtney Sprio

Regional Consultant
Long Island, NY, Region

Hal Whalen

Hal Whalen

Regional Consultant
Mid-Atlantic Region

Greg Whitaker

Greg Whitaker

Regional Consultant
South Region

INTERNAL SALES CONSULTANTS

April Adams

April Adams, CFS^®

Senior Internal Consultant
South Region

David Anaya

David Anaya

Internal Consultant
Heartland Region
Michigan–Indiana Region

Lucinda Candal

Lucinda Candal

Internal Consultant
Texas–Oklahoma Region

Tony Davis

Tony Davis, CIMA^®

Senior Internal Consultant
New Jersey–Eastern Pennsylvania Region

Zachary Fisher

Zachary Fisher

Internal Consultant
Chicago Region and Upper Midwest

Teri Hirshey

Teri Hirshey

Senior Internal Consultant
MidAtlantic Region

Catherine Ish

Catherine Ish

Client Service Specialist

Kaitlyn Kimzey

Kaitlyn Kimzey

Internal Consultant
Carolinas-Tennessee Region
Mountain States Region

Richard Marsden

Richard Marsden, CMFC

Senior Internal Consultant
Florida Region

Michelle Nowfel

Michelle Nowfel, CIMA^®

Regional Advisor
Upstate New York Region

Isabel Ozechowski

Isabel Ozechowski

Internal Consultant
Ohio–Kentucky–Western Pennsylvania Region

Keegan Parker

Keegan Parker

Internal Consultant
Pacific Northwest Region
Northern California Region

Tanya Schlingman

Tanya Schlingman

Internal Consultant

Zachary Schweiss

Zachary Schweiss

Regional Consultant
Heartland Region

Quinn Smith

Quinn Smith

Client Service Specialist