La direction de NorthRock X
ROB NELSON ChFC®
CEO and Founding Partner
TONY PARKER
President of NorthRock Sports, Artists and Entertainment
SEAN BAENEN
President of NorthRock Partners
L’équipe NorthRock X
DONNY BRAUN
Partner and Advisor, Personal Office®
TODD MOSER
CFP®, CPWA®, BFA™, Partner and Advisor, Personal Office®
BRIAN KRUSE
Advisor, Personal Office®
LUCAS CHARTE GARCIA
Director, Athlete Management and Relations in NorthRock X
JED MAGSTADT
Advisor, Personal Office®
ANTHONY MLACHNIK
MBA, CIMA®, BFA™, Advisor, Personal Office®
BRENT PUTZ
Advisor, Personal Office®
CHAD THALHEIMER
CFP®, CPWA®, Advisor, Personal Office®
KRISTIN BILDEN
CFP®, Sr. Associate, Client Service
WILL CURTIS
Associate, Concierge Services
ALEX LEFEBVRE
Director, Strategic Relationships
BETH REEVES
Coordinator, Client Experience
PAM HAGEN
Manager, Banking Services
MARK ANGELL
CPA, MBT, Director, NorthRock Tax Services
HEATHER FAVRE
CPA, MBT, CFP®, Director, NorthRock Tax Services
STEVE GREAVU
Director of Operations, Office of the President
SAM CARI
J.D., Partner and Director, Estate Planning
YOHANN SANGARÉ
Director, Strategic Relationships
LORI O’CONNER
CFA®, MBA, Investment Analyst
BRENT FIELD
CFA®, Partner, Chief Investment Officer, Chief Operating Officer
NorthRock X.
Demain commence aujourd’hui.