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Kristopher Frank
Kristopher Frank
Internal Specialist Wealth Strategies Group
Robert Swidey, Frm, Scr
Robert Swidey, Frm, Scr
Vice President And Director Of Risk Management Investment Grade Fixed Income
Alison Katz, Cfa
Alison Katz, Cfa
Income Product Manager
Patrick Mullin
Patrick Mullin
Internal Wholesaler
Kevin Darrow
Kevin Darrow
Executive Director
Trudy Doyle
Trudy Doyle
Systems Application Manager
Diogenes Balsam
Diogenes Balsam
Sr. Business Analyst
Sean Myers
Sean Myers
Associate Strategy Specialist Wealth Strategies Group
Lisa Falotico
Lisa Falotico
A VP, Mutual Fund Services Compliance Supervisor
David Guarino
David Guarino
Assistant Vice President Fund Administration, Valuation & Pricing Manager
Sam Stanton, Csric™
Sam Stanton, Csric™
Internal Consultant
Ryan Switzer
Ryan Switzer
Structured Finance Research Associate Investment Grade Fixed Income
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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

Legal

  • Master subscription agreement
  • Terms of use
  • Privacy Policy

©2025 Chatsheet. All Rights Reserved.