Organization Overview
CCBN Preferred Service Provider
Emily Pelter
Industry Marketing Manager | Financial Services
Brock Thaemlitz
Manager
Destiny Garcia
Regional Marketing Coordinator
Erin Villafana
Partner
Karen Perkins
Partner
Kaylyn Schull
Senior Associate
Keven Vidal
Senior Associate
Leonard Danna
Michael Holdren
CPA, Partner
Mike Soza
Partner
Associate Member
Preferred Service Provider (PSP)
PSP Member
Categories
Asset Liability Management