Heritage Finance Holdings

1 follower

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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.

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David Harris

CEO

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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