Taneka Lawrence

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Stan C. Moss

CEO

Courtney Kowaleski

Client Performance Reporting Manager

Kaushik Sudarsan

Head, Analytics

Jessica Bashara

Chief of Staff

Tom Abbatacola

Relationship Manager, National Accounts

Steven Cassens

Relationship Associate, Advisor Relations

Zeev Gray-Mandell

Relationship Associate, Advisor Relations

Megan Flaherty

Senior Relationship Associate, Institutional Business Development

35 members

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