XML Financial Group: Detailed Company Information & Corporate Profile
Contact top employees from
XML Financial Group
Summary
The business currently specializes in Financial Services area. The company has 10-50 employees. Register with SignalHire to connect with XML Financial Group employees and management.
| XML Financial Group Website | xmlfg.com |
| Phone Number | 3017705234 |
| Industries | |
| XML Financial Group Headquarters address | 6901 Rockledge Dr, Bethesda, Maryland, 20817 US |
| Company Size | 10-50 employees |
| Specialties | Financial Planning, Retirement Planning, Plan Design, Tax Strategies, Insurance Planning, Investment Management, Wealth Management |
| Founded | 2016 |
| Estimated Annual Revenue | $10M - 50M |
Workforce Turnover
Number of employees switched from or switched to
Total employee turnover
Departmental sample breakdown
Turnover activity captured in SignalHire's departmental sample ( employees):
Length of Employment
XML Financial Group's workforce includes employees across a wide range of tenure levels.
11% have been with the company for 3 to 4 years22% have been with the company for 5 to 7 years33% have been with the company for 8 to 10 years33% have been with the company for more than 11 yearsContact top employees from
XML Financial Group
Brett BernsteinCEO & Co-founder
Debbie RaymanClient Service Associate
Susan HarpeCompliance Specialist
Caite StevensChief Technology Officer, Chief Information Security Officer
J Eric WightmanPartner
Vidya WhiteClient Service Associate
Louis BlancClient Services Associate
Kristian PriceDirector of Client Experience
TODD KULLENChief Operating Officer
Mark SamsonSenior Partner
Nicole TreiberWealth Advisor
Douglas CallanSenior Portfolio Manager
Blake KantorAssociate
Radley EllenbogenWealth Advisor
Hannah MyersDirector of Marketing
Mackenzie StevensTechnology Intern
Companies Similar to XML Financial Group
XML Financial Group Corporate Information: FAQ
XML Financial Group operates in the Finance industries. More details can be found on the official website: xmlfg.com.
XML Financial Group has offices located in Bethesda, US.
The headquarters of XML Financial Group are located in Bethesda, United States.
You can contact XML Financial Group by phone at 3017705234.
XML Financial Group currently employs 10-50 people.
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