Papadoyannis & Associates

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Team photo for Papadoyannis & Associates
Team photo for Papadoyannis & Associates

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Advisors

Ryan Lee

CRPC, AWMA

Financial Advisor

Senior Vice President of Papadoyannis & Associates
Visit Ryan Lee's website

Emmanuel Huereca

Financial Advisor

Visit Emmanuel Huereca's website


Team

Danielle Maitra

Danielle Maitra

Client Service Manager,

Financial Planning Specialist

Qualifications

  • 10 years in Finance Administration

Roles & Responsibilities

  • Ongoing communication with clients and prospects
  • Supporting incoming new business
  • Calendar management
  • Managing our online presence
  • Event planning
  • Case Management
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Vivienne Tan

Vivienne Tan

Client Service Manager,

Financial Planning Specialist

Qualifications

  • 12+ Years of Client Service

Roles & Responsibilities

  • Ongoing communication with clients and prospects
  • Supporting incoming new business
  • Calendar management
  • Event planning
  • Case Management
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Cindy Du

Cindy Du

Financial Planning Analyst

Qualifications

  • Golden Gate University, M.S. Finance

Roles & Responsibilities

  • Case management
  • Investment analysis
  • Financial planning analysis
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John Limnios

John Limnios

Financial Planning Specialist

Roles & Responsibilities

  • Case Management
  • Investment Analysis
  • Financial Planning Analysis
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Agustin Arroyo

Agustin Arroyo

Financial Planning Analyst

Shishun Kryskalla

Shishun Kryskalla

Financial Planning Analyst

Tiffany Calegari

Tiffany Calegari

Client Service Coordinator

Antoine Malouin

Antoine Malouin

Paraplanner

Christopher Abel

Christopher Abel

Financial Planning Analyst,

Chartered Retirement Planning Counselor™

Qualifications

  • B.S. University of Wisconsin
  • Chartered Retirement Planning Counselor CRPC® College for Financial Planning
  • Financial Planning Certificate- Mankato State University
  • FINRA Securities Registrations Series 7 and Series 66

Roles & Responsibilities

  • Client Service- case development and analysis, execution of trades, and client relationship
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Michelle Holcomb

Michelle Holcomb

Office Manager,

Operations Director