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Sequoia Financial Group

Sequoia Financial Group

sequoia-financial.com
  • About
  • Employees
James (JD) Clemens
James (JD) Clemens
Senior Associate, Sales Analyst
Jamil Sanders, Pmp, Cws®
Jamil Sanders, Pmp, Cws®
Manager, Private Client Services
Jared Cox
Jared Cox
Associate, Wealth Planning
Jared Gruszczynski, Cfp®
Jared Gruszczynski, Cfp®
Senior Director, Wealth Advisor
Jason Budrick, Cfp®, Awma®, AI F®
Jason Budrick, Cfp®, Awma®, AI F®
Vice President, Private Client Services
Jeff Parker
Jeff Parker
Vice President
Jeffrey Tudor, Crps®
Jeffrey Tudor, Crps®
Vice President, Wealth Advisor
Jennifer Koch
Jennifer Koch
SVP, Organizational Development
Jim Thompson
Jim Thompson
Vice President, Family Wealth, Sequoia Financial Group
Joe Bodnar
Joe Bodnar
Director, Portfolio Manager
Joe Heider
Joe Heider
Consultant
John Rodriguez
John Rodriguez
Senior Manager Asset Management Department
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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.