John Burton
Vice President, Sales
Maine, Massachusetts, New Hampshire, Rhode
Island, Vermont
(508) 903-6072
Internal: Theresa Cummings (914) 627-3574
Rob Goldman
Vice President, Sales
Connecticut, New York (excluding
Manhattan)
(914) 627-3333
Internal: Brian McIntyre (914) 627-3464
Jerry Zeiler
Vice President, Sales
New Jersey (Middlesex, Somerset, Hunterdon
and counties North), Manhattan
(973) 495-1504
Internal: Brian McIntyre (914) 627-3464
John May
Vice President, Sales
Delaware, Maryland, New Jersey (Mercer, Monmouth
and counties South), Eastern Pennsylvania
(732) 241-7738
Internal: Tom Sawyer (508) 903-6068
Rocke Blair
Vice President, Sales
Indiana, Kentucky, Southern Ohio (Canton and
South), West Virginia (513) 341-4601
Internal: Theresa Cummings (914) 627-3574
Glenn Godin
Vice President, Sales
District of Columbia, North Carolina, Virginia
(410) 241-6848
Internal: Lauren McCarty (704) 414-3632
Bob Ierardi
Vice President, Sales
Florida, Georgia
(704) 414-3612
Internal: Lauren McCarty (704) 414-3632
Tom Kelly
Vice President, Sales
Alabama, Arkansas, Louisiana, Mississippi,
South Carolina, Tennessee
(434) 974-5618
Internal: Vanessa Frost (972) 429-4078
Revised December 5, 2013
Tanya Runyon
Vice President, Sales
New Mexico, Oklahoma, Texas
(817) 366-2217
Internal: Vanessa Frost (972) 429-4078
Eastern Regional Map Institutional Markets Sales Office Directory
Charlie Powers
Vice President, Sales
Justin Chilcote Vice President, Sales
Danny Carr
Vice President, Sales
Dave Wyatt
Vice President, Sales
Brian Gupton
Vice President, Sales
Shelley Weiner
Vice President, Sales
Alaska, Idaho, Montana, Oregon, Washington
(503) 656-8700
Internal: Cheryl Conrad (925) 949-2975
Nevada, Northern California (Fresno
and North), Wyoming, Colorado,
Hawaii, Utah
(801) 450-5339
Internal: Cheryl Conrad (925) 949-2975
Arizona, Southern
California (Bakersfield and South)
(213) 742-2062
Internal: Jonathan Struhs (720) 878-7950
Minnesota, North Dakota, South Dakota,
Wisconsin
(414) 963-6358
Internal: Joe Chmiel (312) 596-3905
Chicago, Kansas, Missouri, Nebraska,
Northwest Indiana
(312) 596-3904
Internal: Joe Chmiel (312) 596-3905
Chicago, Illinois, Iowa
(312) 596-3901
Internal: Brian Liss (914) 627-3433
Brian Gupton Shelley Weiner
Combined Territory
Tom Stephenitch
Vice President, Sales
Northwest Pennsylvania, Michigan and Northern Ohio (North of Canton)
(614) 570-8252
Internal: Brian Liss (914) 627-3433
Revised December 5, 2013
Western Regional Map Institutional Markets Sales Office Directory
TRSC 3826C-1113
CENTRAL REGION SALES CONSULTANT MAP Dan Long Division Vice President, Central Region Office: (312) 777-2710 Cell: (312)-636-5444 David Foley TPA Development Manager, Central Region Office: (312) 777-2705 [WI, IL, IN, MI, ND, SD, MN, IA, KY]
Sales Support Desk (888) 401-5826
Eric Fox Metro Minneapolis/St. Paul MN/Western MN Office: (952) 449-5228 Cell: (952) 913-2052 Internal: Matthew Lytle – (319) 355-5270
Matthew Anderson Iowa/North Dakota/South Dakota Office: (847) 989-9786 Cell: (515) 439-9121 Internal: Open
Luke Szafranski Eastern Wisconsin Office: (262) 361-4995 Cell: (262) 510-4095 Internal: Joshua Rapp- (651) 286-4738
Fred Rutler Chicago Metro, Northern IL Office: (312) 777-2732 Cell: (312) 502-2954 Internal: Roger Clark- (319) 355-5085
Allison Barlow (Winge) Chicago Metro/Western IL Office: (312) 777-2703 Cell: (312) 282-1421 Internal: Brent Troy- (312) 777-2748
David Hiss Chicago Metro/Central IL/Lake County IN Office: (312)777-2704 Cell: (630) 853-7988 Internal: Brent Troy- (312) 777-2748 Bill Paluch Detroit, MI/Western MI Office: (877) 247-2401 ext. 12 Cell: (734) 255-3327 Internal: Open
Open Eastern MI Office: Cell: Internal: Elizabeth Drozdik – (312) 777-2736
Matthew Solomon Indiana Office: (317) 797-2496 Cell: (317) 797-2496 Internal: Roger Clark- (319) 355-5085
Tim Lastivka Kentucky Office: (502) 303-8175 Cell: (502) 303-8175 Internal: Aaron Wiseman – (513)-714-4194 Matthew Reimer Western WI/Eastern MN (except the Metro Twin Cities)/ Rockford IL Office: (608) 469-6624 Cell: (608) 469-6624 Internal: Elizabeth Drozdik – (312) 777-2736
TRSC 3826MA-1113
MID-ATLANTIC REGION SALES CONSULTANT MAP Darren Zino Division Vice President, Mid-Atlantic Region Cell: (704) 231-7129
Kalene Widerman TPA Development Manager, Mid-Atlantic Region Office: (770) 510-5410 [OH, MD, VA, NC, SC, DC, GA]
Matt King TPA Development Manager, Mid-Atlantic Region Office: (203) 954-7070 [PA, WV]
Sales Support Desk (888) 401-5826
Chad Burns Charlotte / Eastern North Carolina Office: (919) 434-8495 Cell: (919) 434-8495 Internal: Matt Erickson – (319) 355-6583
Robert Jones South Carolina / Western North Carolina Office: (843) 442-8753 Cell: (843) 442-8753 Internal: Michael McGillivray – (319) 355-7357 Marc Cabral Non-Wirehouse Firms in Atlanta Metro, Augusta & Athens. Wirehouses and non-Wirehouses in Macon and Southern GA Office: (770) 510-5421 Cell: (770) 883-4014 Internal: Samantha Pinon – (770) 510-5423 Daniel Kling Wirehouses in Atlanta Metro, Augusta, Athens GA Office: (770) 510-7605 Cell: (770) 356-4361 Internal: Michael McGillivray – (319) 355-7357
Matt Petersen Virginia Office: (703) 203-5103 Cell: (703) 203-5103 Internal: Bryan Busch – (319) 355-6670
Bob Janisko District of Columbia / Maryland Office: (800) 831-5289 x11 Cell: (410) 707-2811 Internal: Lisa Townsend – (410) 872-5994 x 16 David Mitchell Eastern Pennsylvania (RIAs, Independents and Banks) Office: (610) 710-1081 Cell: (610) 710-1081 Internal: Jim Ruddick – (610) 386-4302
Thomas Brennan Central Pennsylvania (Wirehouses) Office: (215) 230-4257 Cell: (215) 230-4257 Internal: Nick Hofer – (319) 355-3235
Joe Vandetti Western PA/West Virginia Office: (412) 526-8011 Cell: (412) 526-8011 Internal: Nick Hofer – (319) 355-3235
Paul Whybrew Columbus, OH / Southern OH Office: (614) 561-5855 Cell: (614) 561-5855 Internal: JP Helgens – (319) 355-2014
Michael Konet Cleveland, OH/Northern OH Office: (800) 772-2432 ext. 8101 Cell: (216) 496-3535
Internal: JP Helgens – (319) 355-2014
TRSC 3826NE-1113
NORTH EASTERN REGION SALES CONSULTANT MAP
Chris Barrett Division Vice President, North Eastern Region Office: (800) 862-8708 Cell: (617) 838-6069 Josh MacDonald TPA Development Manager, North Eastern Region Office: (860) 305-7020 [ME, VT, NH, NY, MA, RI, CT, NJ, DE]
Sales Support Desk (888) 401-5826
Ed Meade Eastern Upstate NY Office: (917) 751-9044 Cell: (917) 751-9044 Internal: Open
Michael Western Upstate NY Hammerschmidt Office: (315) 569-1198 Cell: (315) 569-1198 Internal: Open
Lynn Lambert Philadelphia Metro/Delaware/Southern NJ
Office: (732)770-1709 Cell: (732)770-1709 Internal: Open
Jeffrey Mosco Northern NJ: All Channels in Bergen, Sussex, Warren, Passaic & Hudson Counties & Southern Manhattan. All Wirehouses in
Essex, Morris, Middlesex, Monmouth, Somerset, Union & Hunterdon Counties
Phone: (201) 264-5296 Cell: (201) 264-5296 Internal: Open
Adam Hunt Central NJ: NJ Independents. Northern NJ: Morris & Essex County Independents/Staten Island All Channels
Office: (201) 845-7405 Cell: (347) 628-1867 Internal: Gee Kay Cheung – (347) 383-7802
Ryan Franken Manhattan, NY Office: (212) 448-8209 Cell: (646) 606-1665 Internal: Scott Schuster- (319) 355-5732
Morris Glazer Long Island, Brooklyn and Queens, NY Office: (631) 499-0148 Cell: (631) 827-3913 Internal: Kathy King – (319) 355-7791
Michele Wyatt Connecticut Office: (203) 586-9236 Cell: (203) 586-9236 Internal: Scott Schuster – (319) 355-5732
Rob Thomson Rhode Island/Western, South & Eastern MA Office: (781) 972-2224 Cell: (617)721-9680 Internal: Scott Young - (319) 355-7114
Ray Beattie Maine/New Hampshire/Vermont Office: (781) 449-5911 x 236 Cell: (857) 383-9967 Internal: Kathy King – (319) 355-7791
Mark Abbott Boston Metro/North Shore Office: (800) 862-8708 x229 Cell: (617) 359-7702 Internal: Scott Young - (319) 355-7114
TRSC 3826S-1113
SOUTHERN REGION SALES CONSULTANT MAP Chad Brown Division Vice President, Southern Region Office: (512) 769-6086 Cell: (512) 769-6086 Kalene Widerman TPA Development Manager, Southern Region Office: (770) 510-5410 [TN]
Rich Rhymaun TPA Development Manager, Southern Region Office: 800-708-4482 Ext. 5406 [NE, KS, OK, TX, MO, AR, LA, MS, AL, FL]
Sales Support Desk (888) 401-5826
Trey Caldwell Austin/San Antonio/Southwest TX Office: (512) 417-5989 Cell: (512) 417-5989 Internal: Amy Chandler – (319) 355-2164
Paul Villanueva Houston, TX Office: (281) 796-4265 Cell: (281) 796-4265 Internal: Jason Ludwikowski – (312) 777-2739 Richard Fryer Dallas/Ft. Worth, East Texas and West Texas Office: (972) 809-6800 Cell: (972) 809-6800 Internal: Jason Ludwikowski – (312) 777-2739
Josh Gomez Louisiana/Arkansas/Mississippi Office: (225) 329-6844 Cell: (225) 329-6844 Internal: Travis Welsch – (319) 355-6340
Andy Larsen Tennessee Office : (615) 427-0544 Cell: (615) 427-0544 Internal: Jennifer Elliott – (319) 355-6350 Jeff Zyonse Central FL Office: (813) 785-1849 Cell: (813) 785-1849 Internal: Bryan Busch – (319) 355-6670 Gene Etzig Southern FL/Puerto Rico Office: (888) 241-4505 Cell: (954) 609-5117 Internal: Travis Welsch – (319) 355-6340 Corey Pride Dallas/Ft. Worth, North Texas and Oklahoma Office: (214) 334-7645 Cell: (214) 334-7645 Internal: Dan Johnston – (319) 355-7353
Open Northeastern FL, Jacksonville & Savannah, GA Office: Cell: Internal: Dan Taylor – (319) 355-6993
John Low Central & Eastern Missouri/Southern IL Office: (314) 302-6092 Cell: (314) 302-6092 Internal: Jennifer Elliott – (319) 355-6350 Scott Herz Kansas, Nebraska, Western MO
Office: (913) 302-3351 Cell: (913) 302-3351 Internal: Amy Chandler – (319) 355-2164 Will Ahrens Alabama, Northwest FL Panhandle
Office: (205) 586-0275 Cell: (205) 586-0275 Internal: Dan Johnston – (319) 355-7353
TRS 3826W-1113
WESTERN REGION SALES CONSULTANT MAP Collin West Division Vice President, Western Region Office: (800) 682-8746 x2527 Cell: (310) 621-5829 Rich Rhymaun TPA Development Manager, Western Region Office: 800-708-4482 Ext. 5406 [CO, WY, NM] Tristan Smith TPA Development Manager, Western Region Office: (213) 742-2061 [AK, CA, NV, AZ, UT, OR, WA, ID, MT, HI]
Sales Support Desk (888) 401-5826
Todd Moriarty Seattle & Northern WA/Alaska/Montana/Northern Idaho Office: (425) 778-7950 Cell: (206) 276-9611 Internal: Zach Allyn- (319) 355-6257
Rachael Brumund Oregon/Central & Southern Idaho/Southern WA Office: (503) 477-6867 Cell: (503) 413-9368 Internal: Sebastian Aza – (213) 742-3364
David Ravarino Sacramento, CA & Central Valley/Northern NV Office: (925) 699-3016 Cell: (925) 699-3016 Internal: Ken Trent – (312)777-2738 Ben Standish San Francisco/ Utah
Office: (415) 963-9649 Cell: (925)-360-6563 Internal: Zach Allyn- (319) 355-6257
Trey Banton San Jose, CA/East Bay/Napa, CA Office: (925) 949-2925 Cell: (925) 699-4015 Internal: Cheryl Aboussie – (925) 949-2924
Tim Allen North of San Francisco & Peninsula Office: (213) 742-3529 Cell: (303) 588-0137 Internal: Sean Kneeland - (213) 742-2003 Chris Miller San Fernando Valley - Area Codes (818),(805),(661),(626) Office: (213)742-2588 Cell: (818) 299-0087 Internal: Chris Giovinazzo – (213) 742-2535
James Swartz Los Angeles, CA - Area Codes (323), (213), (909), (951)/Southern NV
Office: (213) 742-2919 Cell: (213) 446-6977 Internal: Sean Kneeland - (213) 742-2003 Chris Castro Los Angeles, CA - Area Codes (310),(562)/Hawaii Office: (213) 742-2525 Cell: (310) 500-6350 Internal: Tom Francis – (213) 742-2815
David Wilkins Orange County, Palm Springs, & Palm Desert - Area Codes (714), (949)
Office: (213) 742-2529 Cell: (310) 567-0445 Internal: Chris Giovinazzo – (213) 742-2535
Dan Roger San Diego, CA/Arizona Phone: (602) 403-3831 Cell: (602) 403-3831 Internal: Open
Tom Briggs Colorado/New Mexico/Wyoming Office: (303) 882-5267 Cell: (303) 882-5267 Internal: Matt Erickson- (319) 355-6583