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Coordinated Plan Employee Directory

Financial ServicesNew York, United States11-50 Employees

Coordinated Plan has about 11 employees, all of them in North America. Coordinated Plan's workforce grew 38% between January 2026 and November 2026.

Find Coordinated Plan employees' phone numbers or email addresses

Coordinated Plan Global Highlights

Location
Employees

North America
16

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  • United States Of America
    16

Coordinated Plan's Leadership

  • Relationship Manager at Coordinated Plan
    P. C.
    Relationship Manager
  • Financial Paraplanner And Analyst at Coordinated Plan
    A. S.
    Financial Paraplanner And Analyst
  • Registered Service Associate at Coordinated Plan
    D. C.
    Registered Service Associate

Coordinated Plan Employee Metrics

100%
50%
0%
2026
2025
  • Banking
  • Finance
  • Other

Contact profiles from Coordinated Plan

Name
Title
Contact
Location
Last Update
  • Relationship Manager at Coordinated Plan
    P. C.
    Relationship Manager
    Oct 17, 2024
  • Financial Paraplanner And Analyst at Coordinated Plan
    A. S.
    Financial Paraplanner And Analyst
    Oct 16, 2024
  • Registered Service Associate at Coordinated Plan
    D. C.
    Registered Service Associate
    Oct 16, 2024

Frequently Asked Questions

How has Coordinated Plan's workforce changed over the past year?

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Coordinated Plan's workforce grew 38% between January 2026 and November 2026. Banking's share of profiles with a known department rose from 80% to 100%.

How many employees does Coordinated Plan have currently?

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Coordinated Plan has approximately 11 employees as of November 2026. These team members are located across 1 continents, including North America.

Who are Coordinated Plan's key employees and leadership?

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As of November 2026, Coordinated Plan's key employees include:

  • Relationship Manager: P. C.
  • Financial Paraplanner And Analyst: A. S.
  • Registered Service Associate: D. C.

Looking for contact data? Unlock accurate emails and phone numbers for your ideal prospects with LeadIQ.

What is Coordinated Plan's most common email format?

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Coordinated Plan employees' email format typically follows the pattern of First@coordinatedplan.com. Trying to find reliable and up-to-date employee contact data? Find more Coordinated Plan email formats with LeadIQ.

What is Coordinated Plan known for?

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Coordinated Plan operates in the Financial Services industry. Explore Coordinated Plan's company overview page for more information.

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