Heritage Finance Holdings

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Heritage Finance Holdings (“Heritage”) is a privately owned investment firm that specializes in identifying, researching, and executing investment strategies on behalf of institutional investors and high net worth individuals.


Employees

1-10

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David Harris

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Jerry Boles
SVP of Work Place Benefits Enrollments
Winford Frazier
SV.P. Medicare Advantage and Annuities
Terrell Byrd
VP of Operations
Dannin Harris
SVP of Personal & Commercial Lines
Charles Salazar
VP of Technology

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