SUPPORT DIRECTORY - Sowell Management Services · Kelly Currence, Reception / Home Office Support...

SUPPORT DIRECTORY

SOWELL SUPPORTAT YOUR FINGERTIPS

Kelly Currence, Reception / Home Office Support

Kim Wilson, Business Coordinator, EOS Implementor

HOME OFFICE

Jani GillmanTeam Leader

Connie Barron, New accounts, account maintenance & cashiering

Curtis Jones, Training, ModestSpark, EnvestNet

Jani Gillman, Advisor support, oversight & escalation

Joseph Wren, Advisor Support Associate

Valerie Malo-Bialek, New accounts, account maintenance & cashiering

ADVISOR SUPPORT TEAM

Matt Estes, VP Business Development

Team Leader

Abby Sowell, Marketing Coordinator

Cindy Sowell, Event planning & travel

Chuck Hicks, President, Advisor communication, proposals & recruiting

Matt Estes, Advisor communication, proposals & recruiting

Patrick Jones, Creative services, design & marketing

SALES / MARKETING SUPPORT

ONBOARDING / RELATIONSHIPSUPPORT TEAM

Ryan WillsonTeam Leader

Jani Gillman, Transition processing

Ryan Willson, Transition planning & preparation

Lindsay OberleTeam Leader

Abby Sowell, Technology Coordinator

Lindsay Oberle, Portfolio Center, reconciliation & billing

Maria Krueger, SalesForce, advisor communication

Sajjad Sabeel, Data Analysis and Email Support

DATA MANAGEMENT TEAM

Morgan SizerTeam Leader

Bill Sowell, Oversight & advisory

Chris Clark, Asset Management Associate

Morgan Sizer, Trading & research

Thomas Knight, Trading Coordinator

Keith Krueger, Admin

ASSET MANAGEMENT

Jeremy StalcupTeam Leader

Bill Sowell, Oversight & advisory

Jeremy Stalcup, Marketing approval, registrations & disclosures

Mike Bates, Marketing approval, registrations & disclosures

COMPLIANCE

Keith Krueger, COO / CFO

Team Leader

Alayna Smith, Payroll and general accounting

Cindy Sowell, HR

Keith Krueger, Oversight

FINANCIAL & HR

Advisory services offered through Sowell Management Services, a Registered Investment Advisor.

CONTACT DIRECTORY

Abby SowellMarketing and Technology Coordinatorabby@sowellmanagement.com501.333.6572

Alayna Smith Bookkeeperalayna@sowellmanagement.com501.804.4320

Bill SowellCEObill@sowellmanagement.com501.232.7807

Chris ClarkAsset Management Associatecclark@sowellmanagement.com501.333.6574

Chuck HicksPresidentchuck@sowellmanagement.com501.232.8686

Cindy SowellSenior VPcindy@sowellmanagement.com501.232.8288

Connie BarronAdvisor Supportconnie@sowellmanagement.com501.232.7963

Curtis JonesAdvisor Supportcurtis@sowellmanagement.com501.232.7814

Jani GillmanSenior Team Lead, Advisor Supportjani@sowellmanagement.com501.232.8496

Jeremy StalcupSenior Team Lead, Compliancejeremy@sowellmanagement.com501.232.8850

Joseph WrenAdvisor Support Associatejoseph@sowellmanagement.com501.539.3996

Keith KruegerCOO / CFOkeith@sowellmanagement.com501.295.3935

Kelly CurrenceReceptionkelly@sowellmanagement.com501.219.2434

Kim WilsonBusiness Coordinatorkwilson@sowellmanagement.com

501.333.6694

Lindsay OberleData & Technology Team Leaderlindsay@sowellmanagement.com501.232.8234

Maria KruegerCorporate Communications & Technology Administratormaria@sowellmanagement.com501.295.3936

Matt EstesVP Business Developmentmestes@sowellmanagement.com501.237.5720

Mike BatesGeneral Counsel / Compliance Officermike@sowellmanagement.com501.237.5720

Morgan SizerSenior Team Lead, Asset Management & Tradingmorgan@sowellmanagement.com501.232.8496

Patrick JonesCreative Directorpatrick@sowellmanagement.com501.232.8818

Ryan WillsonTransition Team Leaderryan@sowellmanagement.com408.425.4100

Sajjad Sabeel Mohammed AbdulData Analystsam@sowellmanagement.com501.246.9040

Thomas KnightAsset Management Project Coordinatorthomas@sowellmanagement.com501.333.6591

Valerie Malo-BialekAdvisor Supportvalerie@sowellmanagement.com501.238.1019

Advisory services offered through Sowell Management Services, a Registered Investment Advisor.