Executive Services leadership team

Kevin Meyersburg

Managing Director,
Head of Executive Services

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Kyle Glover, CFP®

Executive Director,
Relationship Management

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Brent Rhoades

Executive Director,
Relationship Management

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Colleen Arguello

Executive Director,
10b5-1 Trading Plans

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Christine Cognetti McCasland

Executive Director,
Engagement and Onboarding

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