HQ: Akron, Ohio, United States

Sequoia Financial Group Contact Information – Key Personnel, Emails & Support Lines

sequoia-financial.com

About Sequoia Financial Group Company

Sequoia Financial Group offers comprehensive wealth management services including financial planning, asset management, and estate planning.

Sequoia Financial Group Specialization

Coaching & Consulting, Finance & Banking, Wealth Management

Sequoia Financial Group General Information

HQ: Akron, Ohio, United States

Business Type: Private

Employees: 101-250

Rounds: Private Equity

Founded Date: 1991

Company Type: For Profit

Operating Status: Active

Last Funding Type: Private Equity

Phone Number: 216-774-1240

Last Investment Activity: Jan 15, 2024

Investments Activity: Jan 15, 2024 Nov 1, 2023 Oct 20, 2023

Sequoia Financial Group Email Format

{first_letter_first_name}{last_name}@sequoia-financial.com — 100.0% (example: ssmith@domain.com)

Sequoia Financial Group General Sequoia Financial Group Emails

  • General Inquiries

    info@sequoia-financial.com

  • Unclassified inbox

    skapusinski@sequoia-financial.com

Contact details of 9 Sequoia Financial Group executives

Gerry Knotek

Executive Vice President, Chief Compliance Officer

  • Work email

    g*****k@sequoia-financial.com

Leon Labrecque

Executive Vice President, Head of Planning Strategy at Sequoia Financial Group

  • Work email

    l********e@sequoia-financial.com

Laurie Marshall

Vice President

  • Work email

    l*******l@sequoia-financial.com

Chris Redhead

Executive Vice President

  • Work email

    c******d@sequoia-financial.com

Shaun Kapusinski

Director, Technology & Operations

Kenneth J Paull

Vice President, Private Client Services

Bill Venter

Financial Planner & Managing Director of Private Client Services

Annie McCauley

Executive Vice President Chief Client Experience Officer

Thomas Haught

Founder

Contact details of 5 Sequoia Financial Group other employees

Matthew Pullar

SVP-Partner

  • Work email

    m*****r@sequoia-financial.com

Jessica Estrada

Client Services Associate

  • Work email

    j******a@sequoia-financial.com

Dustin Jennings

Operations Analyst

  • Work email

    d*******s@sequoia-financial.com

Brian Petras

Senior Associate, Trader

  • Work email

    b*****s@sequoia-financial.com

Christina Antal

Senior Manager of Client Service

Explore More Sequoia Financial Group Contacts

Similar Companies like Sequoia Financial Group

HQ: New York, New York, United States

McKinsey & Company

mckinsey.com

McKinsey & Company is a global management consulting firm an...

HQ: New York, New York, United States

Specialized In: Coaching & Consulting,

Business Type: Private

Employees: 10001+

Last Investment Activity: Jul 29, 2024

Founded Date: 1926

Number of Exits: 3

Company Type: For Profit

Operating Status: Active

Investor Type: Co-Working Space

HQ: London, England, United Kingdom

Ernst & Young

ey.com

Ernst & Young is a provider of assurance, tax, transaction, ...

HQ: London, England, United Kingdom

Specialized In: Accounting & Tax, Big Data & Analytics, Coaching & Consulting Finance & Banking

Business Type: Private

Employees: 10001+

Last Investment Activity: Jul 3, 2024

Founded Date: 1989

Number of Exits: 2

Company Type: For Profit

Operating Status: Active

HQ: Paris, Ile-de-France, France

Capgemini

capgemini.com

Capgemini provides consulting, technology, and digital trans...

HQ: Paris, Ile-de-France, France

Specialized In: Coaching & Consulting, Technology & Software, InsurTech Publishing & News Media

Business Type: Public

Employees: 10001+

Last Investment Activity: Jul 1, 2024

Founded Date: 1967

Company Type: For Profit

Stock Symbol: EPA:CAP

Operating Status: Active


Our service is undergoing beta testing, and you can get all the information that is closed on this page for free by registering. You will not need to provide your credit/debit card details.