Round Table Financial Information
Contact top employees from
Round Table Financial
Summary
The company currently specializes in the Financial Services area. To connect with Round Table Financial employee register on SignalHire.
Organization Website | rtfinancialgroup.com |
Social Links |    |
Phone Number | +1 949 506 1515 |
Industries | |
Headquarters Location | 2549 Eastbluff Dr, Newport Beach, California, 92660 US |
Employees Size | 1-10 employees |
Founded | 2001 |
Competitors
Founded | Type | Employees | Revenue | Funding | |
|---|---|---|---|---|---|
| 2008 | Privately Held | 1 - 25 | 6.4M | $0 | |
| 2012 | - | 100-200 | - | $- | |
| 2018 | - | 1-10 | - | $- |
Employees Turnover 1 quarter 2026
Length of Employment
Employee tenure at Round Table Financial shows a diverse range of experience levels:
13% for 3–4 years38% for 5–7 years13% for 8–10 years38% have over 11 years of service at Round Table FinancialContact top employees from
Round Table Financial
T
Tom James
Senior Business Development Manager
M
Matt Midgett
Business Develpment Officer
M
Mark Breheny
Investment Banker
L
Luis Toral
Senior Project Manager
T
Thomas McCain
Managing Partner
J
Joe Purcell
Director
A
Alex Golden
Partner
A
Anthony Purcell
Chief Operating Officer
F
Fran McKeever
Invoice Financing/Factoring Business Development Officer
A
Agustin Toral
Senior Project Specialist
B
Bella Magadia
Financial Planning Manager
Companies Similar to Round Table Financial
FAQ
Round Table Financial operates in the Finance industries. More details can be found on the official website: rtfinancialgroup.com.
The headquarters of Round Table Financial are located in Newport Beach, United States.
You can contact Round Table Financial by phone at +1 949 506 1515.
Round Table Financial currently employs 1-10 people.
Well-known competitors of Round Table Financial include Cashbloom, BizFund and CandorPath Financial.
Data Privacy
GDPR COMPLIANT
SignalHire complies with the General Data Protection Regulation (GDPR). SignalHire follows GDPR requirements, including but not limited to rights of data subjects to access, correct, or delete their personal information and supports the right to be forgotten.
CCPA COMPLIANT
SignalHire is CCPA-compliant and provides California residents the right to know, access, opt out, and request deletion of their personal data.
