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Osaic

8 followers

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Osaic provides the support, resources, and community designed for the future of wealth management.

Industries

Enterprise Software, Investment Management

Headquarters

Phoenix, United States

Employees

1,001-5,000

Links

Org chart

James Price
Chief Executive Officer
Collapse
JG
Jason Gerb
Svp, Head Of Supervision And Operational Risk
Dimple Shah
Evp, Advisor Growth And Platform Solutions
Clayton Chandler
Chief Data And Analytics Officer
HK
Holger Kunst
Chief Information Officer - Osaic Institutions
Bill Feiler
Senior Vice President, Product Sales
Jeffrey Green
Chief Human Resources Officer
Greg Cornick
President, Advice And Wealth Management
Brad Chambers
Senior Vice President, Wealth Management Solutions
Ali Lodhi
Vice President Finance
PW
Peter Wang
Registered Principal Of General & Municipal Securities
NS
Neal Slafsky
Managing Director, Head Of Office
Kristy Britt
Chief Financial Officer
DM
Delaney Metcalf
Svp, Capital Solutions
JK
John Kulik
Vice President & Director Of Operations
RM
Renne Marsjanik
Director, Investment Research
Kenneth A.
Senior Vice President Of National Sales & Business Development
Anthony Lancaster
Svp, Value Management Organization
Shawn Mihal
Chief Compliance Officer
SO
Stacy O'Keeffe
Senior Vice President, Experience & Community, Advisor Engagement
LA
Leslie Ayers
Senior Vice President Of Business Transformation
Dori Hammond
VP BD Compliance Testing
Michael Holliday
VP - Regulatory Relations
Christina Ciccone
Compliance Director
RH
Ross Harris
Senior Compliance Analyst, Investment Advisory
BM
Beth McLaughlin
Senior IA Compliance Officer

Teams

DM
+36

Leadership Team

40 people · 0 jobs

AP
+17

Finance and Accounting

21 people · 0 jobs

+10

Business Development and Sales

14 people · 0 jobs

BM
+10

Human Resources and Compliance

14 people · 0 jobs

+7

Marketing and Communications

11 people · 0 jobs

+3

Data Management and Analysis

7 people · 0 jobs

Offices

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