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Sequoia Financial Group

Sequoia Financial Group

sequoia-financial.com
  1. Companies
  2. Sequoia Financial Group
  3. Employees
  • About
  • Employees
Ruthie Casey
Ruthie Casey
Associate Director, Digital Marketing
Kendra Coon
Kendra Coon
Marketing Manager
Ryan Baney
Ryan Baney
Director, Private Client Services
Nick Zamparelli
Nick Zamparelli
Edwin Barton
Edwin Barton
Vice President, Wealth Advisor
Joe Heider
Joe Heider
Consultant
Liz De Nitto
Liz De Nitto
Michael Daniels
Michael Daniels
Wealth Planner
Matt Dunn
Matt Dunn
Vice President, Chief Compliance Officer
Joe Bodnar
Joe Bodnar
Director, Portfolio Manager
Ed Antoian
Ed Antoian
Principal, Senior Strategic Advisor
Tina Malek
Tina Malek
Vice President, Wealth Strategist
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Features

  • AI Web Scraping
  • AI PDF Processing

Use Cases

  • AI E-commerce Automation
  • AI Resume Screening

Business

  • Enterprise Solutions
  • Affiliate Program

Company

  • Blog
  • Pricing
  • About

Discover

  • Companies
  • Changelog

Legal

  • Master subscription agreement
  • Terms of use
  • Privacy Policy

©2025 Chatsheet. All Rights Reserved.