What departments does CSI Financial Group have?

CSI Financial Group has employees across 2 departments including Entrepreneurship, Administrative.

What is the largest department at CSI Financial Group?

The largest department at CSI Financial Group is Entrepreneurship with 1 employees.

Where are CSI Financial Group employees located globally?

CSI Financial Group has employees across 2 continents and 2 countries including Bangladesh, United States Of America.

How has CSI Financial Group's team size changed over time?

CSI Financial Group's team has decreased from approximately 18 to 10 employees based on available data.

Learn more at LeadIQ.com

CSI Financial Group Employee Directory

Q: Who are CSI Financial Group's key employees and leadership?

CSI Financial Group's key employees include: Founder: M. W..

Financial ServicesArizona, United States11-50 Employees

CSI Financial Group operates in the financial services sector and collaborates with financial advisors. The firm helps advisors improve client acquisition and develop solutions tailored to client needs. It relies on a proprietary framework designed to address common challenges in attracting clients and to ensure advisors have the resources to succeed. Based in Phoenix, Arizona, CSI Financial Group operates as a small- to midsize firm. Its market comprises financial professionals looking to strengthen their client reach and service capabilities. In February 2021, the firm received Best of Staffing awards for both client and candidate satisfaction, marking the second consecutive year of recognition.

CSI Financial Group Global Highlights

North America
17

United States Of America
17

Asia
1

Bangladesh
1

CSI Financial Group's Leadership

M. W.
Founder
Mobile Phone
Email
N. H.
Director Of Life Insurance
Mobile Phone
Email
T. W.
Executive Assistant
Mobile Phone
Email

CSI Financial Group Employee Metrics

100%

50%

2026

2025

Business Development
Administrative
Arts & Design
Business
Film & Video
Other
Finance
Legal
Marketing
Banking
Community & Social Services

Contact profiles from CSI Financial Group

Name

Title

Contact Info

Location

Last Update

M. W.
Founder
Mobile Phone
Email
Oct 21, 2024
N. H.
Director Of Life Insurance
Mobile Phone
Email
Oct 24, 2024
T. W.
Executive Assistant
Mobile Phone
Email
Oct 22, 2024

Frequently Asked Questions

What is CSI Financial Group known for?

CSI Financial Group was founded in 2014 operates in the Financial Services industry; you can contact the main corporate office by phone at

+1-888-316-****

. Explore CSI Financial Group's company overview page for more information.

What is CSI Financial Group's most common email format?

CSI Financial Group employees' email format typically follows the pattern of . Trying to find reliable and up-to-date employee contact data? Find more CSI Financial Group email formats with LeadIQ.

How many employees does CSI Financial Group have currently?

CSI Financial Group has approximately 13 employees as of July 2026. These team members are located across 2 continents, including North AmericaAsia.

Who are CSI Financial Group's key employees and leadership?

As of July 2026, CSI Financial Group's key employees include:

Founder: M. W.
Director Of Life Insurance: N. H.
Executive Assistant: T. W.

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

Everything for prospecting,
in one platform.

What you can expect from LeadIQ:

B2B data verified in real-time
Sync data to your CRM, & add it to an outreach sequence in one click
Integrations with your tech stack for optimal efficiency
A patented AI cold email generator
Account & contact-level job change tracking

Ready to create more pipeline?

Get a demo and discover why thousands of SDR and Sales teams trust
LeadIQ to help them build pipeline confidently.

CSI Financial Group Employee Directory

Find CSI Financial Group employees' phone numbers or email addresses

Name search is limited — try advanced search instead