Mosaic Financial Partners Email Formats

Investment Management • Whitefish Bay, Wisconsin, United States • 11-20 Employees

Mosaic Financial Partners Email Formats

Mosaic Financial Partners uses 5 email formats. The most common is {first name}.{last name}@company.com (e.g., john.doe@company.com), used 42.1% of the time.

Format	Example	Percentage
{first name}.{last name}@company.com	john.doe@company.com	42.1%
{first name}@company.com	john@company.com	25.3%
{first name initial}{last name}@company.com	{first name initial}doe@company.com	14.8%
{first name}{last name}@company.com	johndoe@company.com	10.2%
{last name}@company.com	doe@company.com	7.6%

Key Contact at Mosaic Financial Partners

Bonnie Jegl

Director Of Insurance Operations; Associate Wealth Management Advisor

Company overview

Headquarters	316 E Silver Spring Dr, Suite 300, Whitefish Bay, Wisconsin 53217, US
Phone number	+14146151801
Website	mosaicfinancialpartners.com
NAICS	5231
Keywords	Business Succession Planning, Wealth Management, Retirement Planning, Financial Planning, Key Person Insurance, Buy/Sell Agreements, Business Exit Strategy, Legacy And Estate Planning, Medical And Dental Practice Financial Planning
Founded	2019
Employees	11-20
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About Mosaic Financial Partners

Our specialty is helping people who have built successful businesses, practices and careers confidently prepare for a financially freeing retirement. You’ve invested time and energy to build something great; we help you convert those hard-earned assets to fund your lifelong dreams. At Mosaic Financial Partners, we artfully assemble every facet of your financial life to create a personal mosaic to inspire your legacy for generations to come.

Employees by Management Level

Total employees: 11-20

Seniority

Employees

Entry

Director

Manager

Employees by Department

Mosaic Financial Partners has 12 employees across 1 departments.

Departments

Number of employees

Funding Data

Mosaic Financial Partners has never raised funding before.

Mosaic Financial Partners Tech Stack

Discover the technologies and tools that power Mosaic Financial Partners's digital infrastructure, from frameworks to analytics platforms.

Cloudflare

CDN

reCAPTCHA

Security

jQuery

JavaScript libraries

Google Tag Manager

Tag managers

Adobe Client Data Layer

JavaScript frameworks

GoDaddy

Hosting

HSTS

Security

Open Graph

Miscellaneous

Adobe Experience Platform Identity Service

Customer data platform

Adobe Experience Platform Launch

Tag managers

core-js

JavaScript libraries

Bootstrap

UI frameworks

Frequently asked questions

Mosaic Financial Partners is located in Whitefish Bay, Wisconsin, US.

You can reach Mosaic Financial Partners at +14146151801.

Mosaic Financial Partners was founded in 2019, making it 7 years old. The company has established itself as a significant player in its industry over this time.

Mosaic Financial Partners has approximately 11-20 employees. The company continues to grow its workforce to support its business operations and expansion.

Key Contact at Mosaic Financial Partners

Bonnie Jegl

Director Of Insurance Operations; Associate Wealth Management Advisor

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