Jennifer Geoghegan

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Jennifer Geoghegan Chief Operating Officer Total Industry Experience | 24 Years Professional Experience The Colony Group, LLCChief of Staff, Chief Strategy Officer, Chief Marketing Officer Focus Financial PartnersVice President, Marketing American Express, Inc.Vice...

Zoe Griffiths

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Zoe Griffiths Client Operations Administrator Total Industry Experience | 8 Years Professional Experience Fidelius GroupBusiness Analysis Education BA, Birmingham City...

Scott Dow

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Scott Dow, CFA Senior DirectorInvestment ResearchPortfolio Management Total Industry Experience | 12 Years Professional Experience Summit Rock AdvisorsInvestment Management Education BS, New York University Stern School of...

Emma Fernandez

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Emma Fernandez AnalystWealth Engineer Total Industry Experience | 1 Year Education BS, Lehigh...

James Devanna

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James Devanna, CPA ManagerFinance & Reporting Total Industry Experience | 7 Years Professional Experience Morgan StanleyWealth Management Education BS, University of...
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