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Integrated Partners

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Integrated Partners is an financial advisory firm that provides various business-building services.

Industries

Consumer Services, Finance

Headquarters

Waltham, United States

Employees

11-50

Links

Org chart

Paul Saganey
Founder & President
Collapse
Ann L. Swartz
Chief Operations Officer
Kristi Carlson
Chief Financial Officer
Matt Ackermann
Chief Content Officer
Becca Zophin
Chief Marketing Officer
John G. Cataldo
President, Advisory Services
John C. Pastore
SVP
William George
SVP, Business Development
Raymond J. Lucas
SVP, Financial Planning & Training
Adrian Duran
VP, Business Development Officer
William Beaudoin
VP, Case Design
Richard E. Austin
Executive Director
Caitlyn Frament
Director of Compliance
Will Hackler
Director of Retirement Plans
Mike Percoskie
Director of Technology
Ellen Smith
Executive Assistant to Paul Saganey
Shannon Sloan
Graphic Designer
Samson Dooley
Business Development Analyst
Brad Rafking
Portfolio Manager
Jd Gardner
Portfolio Manager
Jeff L. Macy
Investment Advisor Representative

Board & advisors

Rob Brown
Investment Advisor

Teams

+8

Leadership Team

12 people · 0 jobs

+2

Marketing & Business Development Team

6 people · 0 jobs

+3

Operations Team

7 people · 0 jobs

Finance and Accounting

4 people · 0 jobs

Operations & Administrative

4 people · 0 jobs

Advisory and Financial Planning

3 people · 0 jobs

Offices

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