David Kass - Email & Phone Number

Transitions and Trading Specialist at Triad Advisors

David Kass is based out of Atlanta Metropolitan Area and works at Triad Advisors as Transitions and Trading Specialist.

David Kass's Contact Information

David Kass's Work email

d*****@triad-***.com

Valid

Latest update

October 18, 2025

Location

Atlanta Metropolitan Area

David's current employer

Triad Advisors

Description

Triad Home Page

Website

triad-advisors.com

HQ Location

Norcross, GA, United States

Number of employees

51-200

Industry

Financial Services

Latest update

April 30, 2024

Read about Triad Advisors

Frequent questions about David Kass

What company is David Kass working for?

David Kass works for Triad Advisors.

What is David Kass's function at Triad Advisors?

David Kass is Transitions and Trading Specialist at Triad Advisors.

Where is David Kass based?

David Kass is based out of Atlanta Metropolitan Area.

What is David Kass's work email address?

David Kass's professional email address is d*****@triad-***.com

Who are David Kass's co-workers?

David Kass's colleagues are Jeff Rosenthal, Missy Nelson, Amy Rhen, John Clayton, Todd Smallwood, Thomas Powers, Will Brand, Greg Kalosieh, Jeffrey John, Will Cochran, Brian Shulstad, Michael Gatti, Bernie Breton, Ernie Strauss, Jeremy Newton, Robert Hamm, Robbie Obrien, Lee Duckworth, Curt Caserta, Inez Lipman-Richardson, Thomas Ouellette, Ashton Hayes, Ava Harris, Erica Dunbar, Brett Kusske, Bob Miller, Schuyler Cayton, Brandon Haines, Tom Small, Damien Blue, Diane Brown.

David's co-workers

Jeff Rosenthal

President and CEO

Missy Nelson

VP, Relationship Management

Amy Rhen

Senior Vice President

John Clayton

Vice President, Transitions

Todd Smallwood

Deputy CCO/Compliance Officer

Thomas Powers

VP, Business Development

Will Brand

Senior Vice President, Deputy Chief Compliance Officer

Greg Kalosieh

Vice President of Relationship Management

Jeffrey John

SVP, Director of Technology

Will Cochran

Vice President Relationship Management

Brian Shulstad

SVP Business Development

Michael Gatti

Vice President, Business Development

Bernie Breton

CCO

Ernie Strauss

Senior Vice President / Chief Compliance Officer

Jeremy Newton

AVP / Compliance Manager

Robert Hamm

Financial Advisor

Robbie Obrien

Wealth Management Advisor

Lee Duckworth

Registered Representative

Curt Caserta

Registered Representative

Inez Lipman-Richardson

Financial Advisor, Investment Advisory Representative

Transition Specialist

Erica Dunbar

Home Office Principal

Brett Kusske

Registered Representative DBA as Kusske Financial Inc.

Information Security Analyst

Diane Brown

Client Services Consultant/Advanced Solutions Team

Browse & Connect

Browse companies

Our company index contains hundreds of thousands of businesses.

a b c d e f g h i j k l m n o p q r s t u v w x y z

Wiza does not guarantee or claim any of the information found on this public directory to be 100% accurate or up to date.Information found here is gathered from a variety of online and offline sources.If you wish to exclude your personal data from this public directory please fill out the optout form.