Comprehensive information
on any company or organization

Business Contacts & Backgrounds


Integrated Wealth Strategies

2233 W Balboa Blvd, Newport Beach, CA 92663

Background Check

Company Profile

Categories:Financial Counselors

Phone:(949) 887-7319


Who has worked at Integrated Wealth Strategies

Position at Integrated Wealth Strategies Previous job position
Danny Caswell
PrincipalSince Jun 2002
Kevin Smith
Graphic DesignerSince Oct 2012
Trusty TaperecorderGraphic Designer Since Aug 2011
Rich Lombardi
Owner
Integrated Financial GroupFinancial Advisor Since 2003

Former Employees

Position at Integrated Wealth Strategies Next job position
Corinna Marsh
Client Services Coordinator & Business Operations ManagerFeb 2008 - Nov 2011
Keller Williams Realty InternationalExecutive Assistant to Director of Events Since Nov 2011
Kristen Crandall
Office Manager/Executive AssistantNov 2011 - Jan 2013
J.P. Morgan Private BankExecutive Assistant Since Feb 2013
Mark Mcadams
PartnerSince Jun 2007
Erben AssociatesSr. Client Advisor Since Apr 2013
Monica Quintanar
Client Services InternJan 2010 - Dec 2010
Hewlett-PackardBusiness Analyst Since Sep 2012
This is my Business

NOTICE: You may not use Bizstanding or the information it provides to make decisions about employment, credit, housing or any other purpose that would require Fair Credit Reporting Act (FCRA) compliance. Bizstanding is not a Consumer Reporting Agency (CRA) as defined by the FCRA and does not provide consumer reports.