CEG Worldwide LLC
Financial Services
San Martin, California, United States
21 employees
- Employees
- 21
- Contacts
- 3
- Emails
- 3
- Phones
- 3
CEG Worldwide LLC Overview
- Headquarters
- San Martin, California, United States
- Phone Number
- Available in AeroLeads
- Website
- cegworldwide.com
- Industry
- Financial Services
- Employees
- 21
- Company Email
- Available in AeroLeads
- NAICS
-
Finance and InsuranceMonetary Authorities-Central Bank
About CEG Worldwide LLC
CEG Worldwide takes a unique approach to delivering solutions for financial services advisors and the institutions that serve those advisors. Our proprietary empirical research, combined with the experiences of our highly successful principals, have shaped our thinking, practices and programs in rich and meaningful ways. This accumulation of experience and insights has lead us to create a set of coaching, research and consulting services that are simply unmatched in the industry. No other organization offers our unique combination of game-changing services that enable financial advisors to build the practices of their dreams and empower leaders of financial institutions to grow revenues, retain top advisors and attract new top advisors. That combination of services includes: * Coaching * Proprietary empirical research * A step-by-step approach * Personal planning and development * Access to CEG Worldwide principals
CEG Worldwide LLC Contact Details
- People in AeroLeads
- 4
- With contact data
- 3
- Email contacts
- 3
- 75.0% coverage
- Phone contacts
- 3
- 75.0% coverage
CEG Worldwide LLC Org Chart
Sample employees and titles| Name | Title | Location | Contact |
|---|---|---|---|
| Sharla Hamil | Director of Coaching, #1 Coach to Elite | Little Elm, Texas, United States |
Email
Phone
|
| Jennifer Stanton | San Francisco, California, United States |
Email
Phone
|
|
| Paul Lofties | Elite Advisor Strategist at Ceg |
View
|
|
| Michael Yoder | Principal, Yoder Wealth Management | Walnut Creek, California, United States |
Email
Phone
|
Employees by Management Level
Individual contributor
6 profiles
Executive
1 profile
Director
1 profile
Manager
1 profile
Senior / Lead
1 profile
Associate / junior
1 profile
Department Contact Coverage
| Department | Contacts | Phone | |
|---|---|---|---|
| General | 5 | 5 | 4 |
| Executive | 2 | 2 | 1 |
| Finance | 1 | 1 | 1 |
CEG Worldwide LLC Tech Stack
Compare Similar Companies to CEG Worldwide LLC
Wipfli
Business Consulting And Services
Oechsli
Financial Services
Bridgemark Strategies
Financial Services
Hamburger Law Firm
Law Practice
JFC Advisor Network
Financial Services
GreenLine Consultants LLC
Business Consulting And Services
The Wealth Stewards
Financial Services
CEG Insights (Formerly Spectrem Group)
Market Research
Fusion Financial Partners
Financial Services
Carrie Forbes INC
Retail Apparel And Fashion