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Sequoia Financial Group

Sequoia Financial Group

sequoia-financial.com
  • About
  • Employees
Deanna Fakadej
Deanna Fakadej
Senior Manager, Family Office Services
Don Bentley
Don Bentley
Dustin Jennings, MBA, Mbol
Dustin Jennings, MBA, Mbol
Associate Director, Digital Operations
Ed Antoian
Ed Antoian
Principal, Senior Strategic Advisor
Edwin Barton
Edwin Barton
Vice President, Wealth Advisor
Elizabeth Scheiderer, Cfp®
Elizabeth Scheiderer, Cfp®
Vice President, Wealth Advisor
Eric Rosenblatt, Cpa
Eric Rosenblatt, Cpa
Vice President, Controller
Gabrielle Marquard
Gabrielle Marquard
Administrative Assistant
Gabrielle Monticciolo
Gabrielle Monticciolo
Associate Director
Heather Brown
Heather Brown
Senior Manager, Wealth Planning
Heather Walters
Heather Walters
Senior Director
Heather Welsh, Cfp®, Aep®, Msfs
Heather Welsh, Cfp®, Aep®, Msfs
Senior Vice President, Wealth Planning Department Leader
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Features

  • AI Web Scraping
  • AI PDF Processing

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.