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Sequoia Financial Group

Sequoia Financial Group

sequoia-financial.com
  • About
  • Employees
Brian Petras
Brian Petras
Senior Associate, Trader
Brittany Metzner
Brittany Metzner
Associate Director Marketing Communications
Cameron Seibert
Cameron Seibert
Operations Intern
Cepa T.J. Gliha
Cepa T.J. Gliha
Vice President, Private Client Services
Cfpâ Gerry Knotek
Cfpâ Gerry Knotek
Executive Vice President
Chris Creahan
Chris Creahan
Vice President
Chris Redhead
Chris Redhead
Executive Vice President
Christian Bentley, Pmp, Lssgb
Christian Bentley, Pmp, Lssgb
Senior Director, Technology
Christina Antal, Cfp ®
Christina Antal, Cfp ®
Vice President, Client Service
Danielle Molyet
Danielle Molyet
Associate, Wealth Planning
David Choi
David Choi
David Massare, Cfp®, Clu®
David Massare, Cfp®, Clu®
Director, Private Client Services
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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.