Sequoia Financial Group Employee Directory

Financial ServicesOhio, United States201-500 Employees

At Sequoia Financial Group, our financial advisors offer comprehensive wealth management services including: financial planning, asset management, estate planning, fiduciary consulting, executive compensation planning, and family wealth services.

More importantly, we offer a way for you as an individual or business owner to take control of your financial future. We work side-by-side with you to create and work towards your financial goals, objectives, and dreams.

We relentlessly strive to be your most trusted advisor. We are passionate about providing the highest level of technical expertise within a friendly, down-to-earth and compassionate environment. Our salaried professionals work as a team and are focused on what is best for you. Our clients are our greatest asset, and we work tirelessly to earn and retain your trust and business.

*Investment advisory services offered through Sequoia Financial Advisors, LLC, an SEC Registered Investment Advisor.

Find Sequoia Financial Group employees' phone numbers or email addresses

Sequoia Financial Group Global Highlights

North America
440

United States Of America
438
Canada
1
Honduras
1

Oceania
8

Australia
8

Europe
2

Ireland
1
United Kingdom Of Great Britain And Northern Ireland
1

Asia
1

Bangladesh
1

Sequoia Financial Group's Leadership

R. V.
Chief Executive Officer
✕
Access Insights for Sequoia Financial Group and Millions of Other Companies
Sign up for full access to Sequoia Financial Group information.
No credit card needed
OR
Work email
By creating an account, you agree to LeadIQ's Terms of Use and Privacy Policy.
Mobile Phone
✕
Access Insights for Sequoia Financial Group and Millions of Other Companies
Sign up for full access to Sequoia Financial Group information.
No credit card needed
OR
Work email
By creating an account, you agree to LeadIQ's Terms of Use and Privacy Policy.
Email
T. R. C.
Chief Technology Officer
✕
Access Insights for Sequoia Financial Group and Millions of Other Companies
Sign up for full access to Sequoia Financial Group information.
No credit card needed
OR
Work email
By creating an account, you agree to LeadIQ's Terms of Use and Privacy Policy.
Mobile Phone
✕
Access Insights for Sequoia Financial Group and Millions of Other Companies
Sign up for full access to Sequoia Financial Group information.
No credit card needed
OR
Work email
By creating an account, you agree to LeadIQ's Terms of Use and Privacy Policy.
Email
N. Z.
Chief Investment Officer
✕
Access Insights for Sequoia Financial Group and Millions of Other Companies
Sign up for full access to Sequoia Financial Group information.
No credit card needed
OR
Work email
By creating an account, you agree to LeadIQ's Terms of Use and Privacy Policy.
Mobile Phone
✕
Access Insights for Sequoia Financial Group and Millions of Other Companies
Sign up for full access to Sequoia Financial Group information.
No credit card needed
OR
Work email
By creating an account, you agree to LeadIQ's Terms of Use and Privacy Policy.
Email
M. D.
Chief Compliance Officer
✕
Access Insights for Sequoia Financial Group and Millions of Other Companies
Sign up for full access to Sequoia Financial Group information.
No credit card needed
OR
Work email
By creating an account, you agree to LeadIQ's Terms of Use and Privacy Policy.
Mobile Phone
✕
Access Insights for Sequoia Financial Group and Millions of Other Companies
Sign up for full access to Sequoia Financial Group information.
No credit card needed
OR
Work email
By creating an account, you agree to LeadIQ's Terms of Use and Privacy Policy.
Email
D. C.
Chief Investment Officer
✕
Access Insights for Sequoia Financial Group and Millions of Other Companies
Sign up for full access to Sequoia Financial Group information.
No credit card needed
OR
Work email
By creating an account, you agree to LeadIQ's Terms of Use and Privacy Policy.
Mobile Phone
✕
Access Insights for Sequoia Financial Group and Millions of Other Companies
Sign up for full access to Sequoia Financial Group information.
No credit card needed
OR
Work email
By creating an account, you agree to LeadIQ's Terms of Use and Privacy Policy.
Email
J. G.
Chief Operating Officer
✕
Access Insights for Sequoia Financial Group and Millions of Other Companies
Sign up for full access to Sequoia Financial Group information.
No credit card needed
OR
Work email
By creating an account, you agree to LeadIQ's Terms of Use and Privacy Policy.
Mobile Phone
✕
Access Insights for Sequoia Financial Group and Millions of Other Companies
Sign up for full access to Sequoia Financial Group information.
No credit card needed
OR
Work email
By creating an account, you agree to LeadIQ's Terms of Use and Privacy Policy.
Email
J. L.
Chief Operating Officer
✕
Access Insights for Sequoia Financial Group and Millions of Other Companies
Sign up for full access to Sequoia Financial Group information.
No credit card needed
OR
Work email
By creating an account, you agree to LeadIQ's Terms of Use and Privacy Policy.
Mobile Phone
✕
Access Insights for Sequoia Financial Group and Millions of Other Companies
Sign up for full access to Sequoia Financial Group information.
No credit card needed
OR
Work email
By creating an account, you agree to LeadIQ's Terms of Use and Privacy Policy.
Email
T. R.
Chief Technology Officer
✕
Access Insights for Sequoia Financial Group and Millions of Other Companies
Sign up for full access to Sequoia Financial Group information.
No credit card needed
OR
Work email
By creating an account, you agree to LeadIQ's Terms of Use and Privacy Policy.
Mobile Phone
✕
Access Insights for Sequoia Financial Group and Millions of Other Companies
Sign up for full access to Sequoia Financial Group information.
No credit card needed
OR
Work email
By creating an account, you agree to LeadIQ's Terms of Use and Privacy Policy.
Email

Sequoia Financial Group Employee Metrics

100%

50%

0%

2024

2023

Finance
Analytics
Marketing
Information Technology
Operations
Other

Contact profiles from Sequoia Financial Group

Name

Title

Contact Info

Location

Last Update

R. V.
Chief Executive Officer
✕
Access Insights for Sequoia Financial Group and Millions of Other Companies
Sign up for full access to Sequoia Financial Group information.
No credit card needed
OR
Work email
By creating an account, you agree to LeadIQ's Terms of Use and Privacy Policy.
Mobile Phone
✕
Access Insights for Sequoia Financial Group and Millions of Other Companies
Sign up for full access to Sequoia Financial Group information.
No credit card needed
OR
Work email
By creating an account, you agree to LeadIQ's Terms of Use and Privacy Policy.
Email
Oct 16, 2024
T. B.
Owner And Principal
✕
Access Insights for Sequoia Financial Group and Millions of Other Companies
Sign up for full access to Sequoia Financial Group information.
No credit card needed
OR
Work email
By creating an account, you agree to LeadIQ's Terms of Use and Privacy Policy.
Mobile Phone
✕
Access Insights for Sequoia Financial Group and Millions of Other Companies
Sign up for full access to Sequoia Financial Group information.
No credit card needed
OR
Work email
By creating an account, you agree to LeadIQ's Terms of Use and Privacy Policy.
Email
United StatesOregon
Oct 22, 2024
T. H.
President
✕
Access Insights for Sequoia Financial Group and Millions of Other Companies
Sign up for full access to Sequoia Financial Group information.
No credit card needed
OR
Work email
By creating an account, you agree to LeadIQ's Terms of Use and Privacy Policy.
Mobile Phone
✕
Access Insights for Sequoia Financial Group and Millions of Other Companies
Sign up for full access to Sequoia Financial Group information.
No credit card needed
OR
Work email
By creating an account, you agree to LeadIQ's Terms of Use and Privacy Policy.
Email
United StatesOhio
Nov 13, 2024
T. R.
Chief Technology Officer
✕
Access Insights for Sequoia Financial Group and Millions of Other Companies
Sign up for full access to Sequoia Financial Group information.
No credit card needed
OR
Work email
By creating an account, you agree to LeadIQ's Terms of Use and Privacy Policy.
Mobile Phone
✕
Access Insights for Sequoia Financial Group and Millions of Other Companies
Sign up for full access to Sequoia Financial Group information.
No credit card needed
OR
Work email
By creating an account, you agree to LeadIQ's Terms of Use and Privacy Policy.
Email
Nov 13, 2024
A. F.
Vice President, Wealth Advisor
✕
Access Insights for Sequoia Financial Group and Millions of Other Companies
Sign up for full access to Sequoia Financial Group information.
No credit card needed
OR
Work email
By creating an account, you agree to LeadIQ's Terms of Use and Privacy Policy.
Mobile Phone
✕
Access Insights for Sequoia Financial Group and Millions of Other Companies
Sign up for full access to Sequoia Financial Group information.
No credit card needed
OR
Work email
By creating an account, you agree to LeadIQ's Terms of Use and Privacy Policy.
Email
United StatesUtah
Nov 11, 2024
M. C.
Senior Vice President
✕
Access Insights for Sequoia Financial Group and Millions of Other Companies
Sign up for full access to Sequoia Financial Group information.
No credit card needed
OR
Work email
By creating an account, you agree to LeadIQ's Terms of Use and Privacy Policy.
Mobile Phone
✕
Access Insights for Sequoia Financial Group and Millions of Other Companies
Sign up for full access to Sequoia Financial Group information.
No credit card needed
OR
Work email
By creating an account, you agree to LeadIQ's Terms of Use and Privacy Policy.
Email
United StatesIllinois
Nov 06, 2024
L. M.
Vice President, Wealth Advisor
✕
Access Insights for Sequoia Financial Group and Millions of Other Companies
Sign up for full access to Sequoia Financial Group information.
No credit card needed
OR
Work email
By creating an account, you agree to LeadIQ's Terms of Use and Privacy Policy.
Mobile Phone
✕
Access Insights for Sequoia Financial Group and Millions of Other Companies
Sign up for full access to Sequoia Financial Group information.
No credit card needed
OR
Work email
By creating an account, you agree to LeadIQ's Terms of Use and Privacy Policy.
Email
United StatesMichigan
Nov 14, 2024
A. N.
Vice President, Wealth Advisor
✕
Access Insights for Sequoia Financial Group and Millions of Other Companies
Sign up for full access to Sequoia Financial Group information.
No credit card needed
OR
Work email
By creating an account, you agree to LeadIQ's Terms of Use and Privacy Policy.
Mobile Phone
✕
Access Insights for Sequoia Financial Group and Millions of Other Companies
Sign up for full access to Sequoia Financial Group information.
No credit card needed
OR
Work email
By creating an account, you agree to LeadIQ's Terms of Use and Privacy Policy.
Email
United StatesMassachusetts
Oct 16, 2024
J. J. H.
Vice President, Head Of Manager Research
✕
Access Insights for Sequoia Financial Group and Millions of Other Companies
Sign up for full access to Sequoia Financial Group information.
No credit card needed
OR
Work email
By creating an account, you agree to LeadIQ's Terms of Use and Privacy Policy.
Mobile Phone
✕
Access Insights for Sequoia Financial Group and Millions of Other Companies
Sign up for full access to Sequoia Financial Group information.
No credit card needed
OR
Work email
By creating an account, you agree to LeadIQ's Terms of Use and Privacy Policy.
Email
United StatesPennsylvania
Oct 22, 2024
M. M.
Vice President, Head Of Operations
✕
Access Insights for Sequoia Financial Group and Millions of Other Companies
Sign up for full access to Sequoia Financial Group information.
No credit card needed
OR
Work email
By creating an account, you agree to LeadIQ's Terms of Use and Privacy Policy.
Mobile Phone
✕
Access Insights for Sequoia Financial Group and Millions of Other Companies
Sign up for full access to Sequoia Financial Group information.
No credit card needed
OR
Work email
By creating an account, you agree to LeadIQ's Terms of Use and Privacy Policy.
Email
United StatesOhio
Nov 13, 2024

Frequently Asked Questions

What is Sequoia Financial Group known for?

Sequoia Financial Group was founded in 1991 operates in the Financial Services industry. The company's main headquarters is located in 3500 Embassy Parkway Akron, OH 44333 US; you can contact the main corporate office by phone at

+1-330-375-****

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

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

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

How many employees does Sequoia Financial Group have currently?

Sequoia Financial Group has approximately 252 employees as of October 2024. These team members are located across 4 continents, including North AmericaOceaniaEurope.

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

As of October 2024, Sequoia Financial Group's key employees include:

Chief Executive Officer: R. V.
Chief Technology Officer: T. R. C.
Chief Investment Officer: N. Z.
Chief Compliance Officer: M. D.
Chief Investment Officer: D. C.

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