Osaic

3 followers

‌

Osaic provides the support, resources, and community designed for the future of wealth management.

Industries

Enterprise Software, Investment Management

Headquarters

Phoenix, US

Employees

1,001-5,000

Links

Org chart

James Price

Chief Executive Officer

James Price

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Daniel McGarrigle

Chief Aml/ofac Officer

Jason Gerb

Chief Regulatory Officer

Dimple Shah

Evp, Advisor Growth And Platform Solutions

Tim Hodge

Executive Vice President Trading And Operations

Scott Seiffert

Chief Accounting Officer

Clayton Chandler

Chief Data And Analytics Officer

Holger Kunst

Chief Information Officer - Osaic Institutions

Iryna Northrip

Svp, Chief Compliance Officer, Investment Advisory

Shawn Mihal

Svp, Supervision And Operational Risk

Bill Feiler

Senior Vice President, Product Sales

Rebecca Bushman

Senior Vice President Sales Enablement

Jeffrey Green

Chief Human Resources Officer

Greg Cornick

President, Advice And Wealth Management

Brad Chambers

Senior Vice President, Wealth Management Solutions

Ali Lodhi

Vice President Finance

Susan E. Owens

Vice President, Financial Planning

Chris Fletcher

Registered OSJ Principal

Peter Wang

Registered Principal Of General & Municipal Securities

Jeff Weiner

Director Of Corporate Finance - IT

Katie Moore

Director, Financial Risk And Controls

Robert Connor

Head Of Corporate Finance

Andrew Portuese

Senior Accounting Manager

Charlotte Rocchio

Senior Accounting Manager

Lee Underdahl

Finance Manager

Teams

+40

Leadership Team

43 members

+22

Finance and Accounting

25 members

+11

Business Development and Sales

14 members

+12

Human Resources and Compliance

15 members

+10

Marketing and Communications

13 members

Data Management and Analysis

12 members

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