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Jason Freeland
CEO
Jeffrey Flach
Director of Customer Operations
Jason Erickson
Director of Advisor Services
Isaac Abecassis
VP of Technology
Troy Dechellis
Director of Marketing, Acquisition
+ 19 more
Deondre Brown
Customer Service Operations Manager
Brian Wohlfarth
Customer Service Representative
Alejandra Langlee
Tara MacSwiney
+ 5 more
16 members
Current role