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Sequoia Financial Group

Sequoia Financial Group

sequoia-financial.com
  • About
  • Employees
Laura Springer
Laura Springer
Senior Manager, Private Client Services
Laurie Marshall
Laurie Marshall
Vice President
Leslie Globits
Leslie Globits
Vice President And Portfolio Manager
Linda Litner
Linda Litner
Senior Vice President, Advisor Group Lead
Liz De Nitto
Liz De Nitto
Loren Shatten, Mshrm, Shrm Scp
Loren Shatten, Mshrm, Shrm Scp
Hr Business Partner
Lori Lyons, MBA
Lori Lyons, MBA
Director, Client Service, Family Wealth
Matt Dunn
Matt Dunn
Vice President, Chief Compliance Officer
Matthew Pullar
Matthew Pullar
SVP Partner
Matthew Pullar
Matthew Pullar
Vice President
Megan Howell
Megan Howell
Director Of Marketing And Public Relations
Meg Murphy
Meg Murphy
Associate Director, Marketing
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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.