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Annie Garrard
Financial Planning Support Team Manager
Nick Rich
Senior Financial Planner
Gagan Sharma
Senior Client Service Executive
Spencer Barnett
Paraplanner
September, 2021 - present
January, 2021
June, 2017
Project Finance Manager - R&d at AstraZeneca
Director Client Management at Microsoft
Sr. Manager | Customer Success at SPS Commerce
Sales Director | Financial Services at Microsoft
Regional Vice President - Finance at Kuehne + Nagel
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