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Dynamic Advisor Solutions
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Jim Cannon
Founder And CEO
Fran Gillis
Managing Director, Retirement Plan Services
Justin Patrick
Chief Technology Officer
Steven Kulesza
Chief Business Development Officer
Kostya Etus
Chief Investment Officer
+ 1 more
Anh Nguyen
Portfolio Support Lead, Portfolio Services Team
Heather Jackson
Team Lead, Concierge Team
Lucas Felbel
Director, Portfolio Services
Amy Eagan
Manager, Business Operations
Current role
Managing Director, Retirement Plan Services at Trust Point Inc.