Global Distribution Team

Click on your state to view your regional consultant 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
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
Daniel M. Reilly

Daniel M. Reilly, CIMA®

Regional Consultant
Mid-Atlantic 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
Greg Whitaker

Greg Whitaker

Regional Consultant
South Region

INTERNAL SALES CONSULTANTS

April Adams

April Adams, CFS®

Senior Internal Consultant
MidAtlantic Region
David Anaya

David Anaya

Internal Consultant
Heartland Region
Michigan–Indiana Region
Michael Childs

Michael Childs

Senior Internal Consultant
Southern California Region
Tony Davis

Tony Davis, CIMA®

Senior Internal Consultant
New Jersey–Eastern Pennsylvania Region
Logan Dickey

Logan Dickey

Internal Consultant
Texas-Oklahoma Region
Zachary Fisher

Zachary Fisher

Internal Consultant
West Central Region
Teri Hirshey

Teri Hirshey

Senior Internal Consultant
Southeast Region
Catherine Ish

Catherine Ish

Sales Associate
Ohio–Kentucky–Western Pennsylvania Region
Carolyn Ives

Carolyn Ives

Internal Consultant
New York Metro Region
Long Island, NY, Region
Kaitlyn Kimzey

Kaitlyn Kimzey

Internal Consultant
Carolinas-Tennessee Region
Mountain States Region
Richard Marsden

Richard Marsden, CMFC

Senior Internal Consultant
Florida Region
New Jersey-Eastern Pennsylvania Region
Michelle Nowfel

Michelle Nowfel, CIMA®

Senior Internal Consultant
New England Region
Isabel Ozechowski

Isabel Ozechowski

Internal Consultant
Ohio–Kentucky–Western Pennsylvania Region
Keegan Parker

Keegan Parker

Internal Consultant
Pacific Northwest Region
Northern California Region