

Crossover Financial Group Information
Employees from Similar Companies
Summary
Crossover Financial Group was created to assist you in making life’s most important financial decisions, all under one roof, with one trusted partner.
Together, we will create a plan that consi...Show more
Organization Website | crossoverfg.com |
Social Links | |
Phone Number | (708) 864-2000 |
Industries | |
Headquarters Location | 600 W 22nd St, Oak Brook, Illinois, 60523 US |
Employees Size | 1-10 employees |
Founded | 2016 |
Competitors
Founded | Type | Employees | Revenue | Funding | |
|---|---|---|---|---|---|
| 2018 | Privately Held | 200-500 | - | $- | |
| 2000 | - | 10-50 | - | $- |
Employees Turnover 4 quarter 2025
Length of Employment
Employee tenure at Crossover Financial Group shows a diverse range of experience levels:
17% for 1–2 years33% for 3–4 years33% for 5–7 years17% for 8–10 yearsEmployees from Similar Companies

Stephanie Graiss
Senior Financial Analyst
Peter Vames MBA
Tabulator
Peggy Schooley
Senior Vice President, General Manager
Frank Levick IV
Endpoint Computing Engineer
Michelle Beahm
Director

Tanner Class
Manager, Tax
Lakshman Bugude
Associate Director
Shaileen Patel
Director, Advisory
Angelina Berry
Data Engineer
Christopher Lau
Associate Director

Marion Ahearne
Senior Executive Communications Specialist, 2nd Vice President
Alex Taylor
Chief Human Resources Officer
Joey Chlimon
Senior Accountant-Private Equites
Matt Gillott
Head of Product, Investment Data Science

Chelsea Wang
Portfolio Manager | Private Equity Group
Kyle Krizek
Program/Project Manager
Elena Phillips
Vice President, Multinational Corporations
Margie Carvajal
Project Manager
Andrew VanWazer
Executive Director - Head of USWM Portfolio Advisory Group

Paula Calkin
Bank Teller
Brandee Zerbe
Senior Relationship Banker
Martha Byrd
First Vice President - Asset Manager
Janet Canady
Vice President, Business Project Manager
TataRao Nallani
DevOps Lead Engineer/Sr Solution Architect

Christopher Stephon Smith
Assistant Vice President; Financial Solutions Advisor
Joseph Frennett
Investment Specialist Trainee
Louis Santos
VP; ADP Market Leader Northern New England
Tatiana Peterson
Market Sales Director
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FAQ
Crossover Financial Group operates in the Finance industries. More details can be found on the official website: crossoverfg.com.
The headquarters of Crossover Financial Group are located in Oak Brook, United States.
You can contact Crossover Financial Group by phone at (708) 864-2000.
Crossover Financial Group currently employs 1-10 people.
Well-known competitors of Crossover Financial Group include Canopy Mortgage and Carolina Home Mortgage, NMLS 39862.







