LIZ ULRICHSON
March 28, 2025
Liz Ulrichson, a financial advisor relationship manager at CAPTRUST, specializes in client engagement and retirement planning.
Liz Ulrichson, a financial advisor relationship manager at CAPTRUST, specializes in client engagement and retirement planning.
Cassi Keeton, MBA, enhances efficiency, serving as the finance director for Decatur County Government and a realtor with Clear Choice Realty.
Taelor Rubin, CRIS, provides tailored risk solutions through her leadership roles and women’s golf network, Coverage & Clubs.
Yolanda S. Lee, a retired U.S. Air Force lieutenant colonel, is a senior adviser at the U.S. Department of Housing and Urban Development.
Amaireny Lantigua Tejeda, a financial professional at Global Financial Impact, helps clients navigate financial planning and insurance.
Camille Turner, MSCTA, is the owner of Biz Mercado + and an accounting professional with more than 25 years of experience.
Daphne Thompson, a senior product analyst specialist at FIS, is key to maintaining the company’s 17-year streak of SWIFT certification.
Jacqueline Dinwiddie is a seasoned financial executive and consultant with experience in strategic financial restructuring.
Trisha Ballal-Sardesai is the director of finance and administration at Harvard Medical School and an expert in research administration.
Insurance expert Faith M. Logsdon is the senior vice president of U.S. medical professional liability at Aspen Insurance Holdings Ltd.
Tracy Nardo, dedicated to early childhood education and an expert in compliance and safety, is a licensing specialist at the Celebree School.
Doris Concepcion, vice president and controller at UL Research Institutes and UL Standards & Engagement, ensures financial success.
Mae Yang, founder and CEO of MEG Financial Wellness, is an instrumental leader in finance and economic development.
Tiffany Leigh Raynes, a prominent figure in the mortgage industry, is the senior VP of credit and underwriting at Nations Direct Mortgage.
Hannah E. Diediker, co-owner of Simple Senior Solutions, is a seasoned expert in business operations with more than 15 years of experience.
DeAnna G. Randolph is a senior budget analyst with the U.S. Department of Defense, managing hundreds of billions for research and development.
Shannon L. Deck, managing partner at Haskell & Davis CPA, is a seasoned tax consultant providing personalized financial solutions.
Claudelle Géhy, a senior investment consultant and director of ESG research, specializes in portfolio allocation and sustainable investing.
Joan Dunn Hendrickson serves as the treasurer for the Town of Darien, Connecticut, manages investments, and oversees financial reserves.
Cheri L. Emerson serves as director of financial planning and associate private client wealth advisor at Jones Financial.
Suzanne B. Cichon is a seasoned insurance professional with more than 15 years of experience and a claim director at Chubb Insurance.
Corporate Address:
350 RXR Plaza
Uniondale, NY 11556
Alternate Address:
51 John F Kennedy Pkwy Fl
West Short Hills, NJ 07078-2704
Phones:
1 (908) 673-0100
1 (908) 279-0100
Toll Free: 1 (844) 394-6946
E-mail:
[email protected]
or
[email protected]
Hours:
Mon – Thu: 9:00 AM – 5:30 PM
Fri: 9:00 AM – 4:30 PM