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Sequoia Financial Group

Sequoia Financial Group

sequoia-financial.com
  • About
  • Employees
Albert Yambor, Cfp®, Cepa®
Albert Yambor, Cfp®, Cepa®
Senior Director, Family Wealth
Alexander Rupert, Cfp®
Alexander Rupert, Cfp®
Senior Director
Al Kantra
Al Kantra
Executive Vice President Head Of Advisors And Business Development
Amanda Taucher
Amanda Taucher
Manager, Private Client Services
Amber Coletta
Amber Coletta
Associate Director, Technology
Amber Macbeth
Amber Macbeth
Associate
Amy White
Amy White
Senior Manager, Client Service Manager
Anne Whipple
Anne Whipple
Director Of Client Service
Annie Mc Cauley, Cfp
Annie Mc Cauley, Cfp
Executive Vice President Chief Client Experience Officer
Ashley Crotwell
Ashley Crotwell
Senior Director, Wealth Advisor
Ashley Costello, Cfp®, MBA
Ashley Costello, Cfp®, MBA
Director, Wealth Advisor At Sequoia Financial Group
Austin Stull
Austin Stull
Marketing Research Analyst
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Features

  • AI Web Scraping
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Use Cases

  • AI E-commerce Automation
  • AI Resume Screening

Resources

  • Affiliate Program

Company

  • Blog
  • Pricing
  • About

Discover

  • Companies
  • People

Legal

  • Master subscription agreement
  • Terms of use
  • Privacy Policy

©2025 Chatsheet. All Rights Reserved.