Commonwealth Financial Network

Est. 1979Privately Held1,649 Employees
Employees
~1,649
Founded
1979

About Commonwealth Financial Network

Key Facts
Approximately 1,649 employees globally
Operates in Financial Services
Founded in 1979

Executive Leadership Team

Brian Sullivan
Brian Sullivan
Chief Marketing Officer and Senior Vice President
Since 2018
Christopher Blotto
Christopher Blotto
Chief Information and Digital Officer
Since 2023
Jon Cleasby
Jon Cleasby
Group Chief Financial Officer
Since 2020
Joseph Deitch
Since 2025
Matt Sugden, CRCP
Matt Sugden, CRCP
Chief Compliance Officer
Since 2025
Missy Jerome
Missy Jerome
Chief People Officer
Since 2023

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Commonwealth Financial Network Executive Leadership Team

Brian Sullivan
Brian Sullivan
Chief Marketing Officer and Senior Vice President
Since 2018
Christopher Blotto
Christopher Blotto
Chief Information and Digital Officer
Member of the firms senior leadership team responsible for all things technology that delivers indensible servicing to our affiliated advisors and their staff. The organization's primary functions include digital servicing, digital advisor solutions, application development, chief technology office, technology managed services, value added software and services, artificial intelligence with a lens towards productivity, enterprise data management, and information security office.
Since 2023
Jon Cleasby
Jon Cleasby
Group Chief Financial Officer
Since 2020
Joseph Deitch
Since 2025
Matt Sugden, CRCP
Matt Sugden, CRCP
Chief Compliance Officer
Since 2025
Missy Jerome
Missy Jerome
Chief People Officer
• Lead a team of 30 HR professionals at Commonwealth Financial Network, overseeing the full employee lifecycle. • Created internal communications department and implemented initiatives to enhance employee engagement and satisfaction. • Spearheaded innovative HR programs to support the entire employee lifecycle, driving organizational success.
Since 2023

Business Focus Areas

Identified by BizNLP
Business Focus Areas
Research expertiseIntuitive technology platformWealth ManagementInvestment ManagementComplimentary practice management consulting and coachingRegulatory Compliance team that acts as advisors’ partners and counselorsIndependent Broker/Dealer
🔓 to see the full technographic profile including all applications, infrastructure details, vendor contracts, and technology evaluation signals.

Commonwealth Financial Network Org Chart & Organizational Structure

Frequently Asked Questions

7 questions

What does Commonwealth Financial Network's BizKonnect profile actually show?

An overview with industry, headquarters, employee count, and public/private status; an About section describing the business; Key Facts; an Executive Leadership Team list; and a preview of the OrgKonnect's GenAI-powered org chart built by BizKonnect.

Can I see Commonwealth Financial Network's complete org chart here, or just part of it?

You get a free preview of the top-level structure and business units, generated by BizKonnect's GenAI-powered org chart engine; the full chart with reporting lines and direct contacts unlocks via "Get Free Access to Full Org Chart."

How is Commonwealth Financial Network's organizational structure mapped on BizKonnect?

Commonwealth Financial Network's hierarchy is broken into functional departments IT, Finance, Commercial Sales, Operations and distinct business units, with GenAI-powered interactive org charts mapping reporting lines directly up to the CXOs.

Does the page show which executive oversees which function?

Yes, functions like Finance, Sales, Operations, and Information Technology are each tied to a named executive and their title, based on Commonwealth Financial Network's reported leadership structure.

Is executive tenure information included?

Each leader's profile shows how long they've held their role, marked "Since [year]," so you can see how recently Commonwealth Financial Network's leadership team has changed.

How do Commonwealth Financial Network's GenAI-powered org charts support Account-Based Marketing (ABM)?

The visual maps break down multi-person buying centers within Commonwealth Financial Network, helping ABM teams identify actual budget owners, understand peer reporting relationships, and run multi-threaded outreach without getting stuck behind gatekeepers.

Are there other companies worth researching alongside Commonwealth Financial Network?

Yes, a "Similar Companies" section links to comparable organizations in the same industry, generated by GenAI industry clustering to help expand your target account lists.