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Jeremy Anderson
Personal CFO
Kathleen Talamayan
Paraplanner
January, 2022 - present
April, 2020
August, 2019
Paraplanner at Heritage Financial Consultants LLC
Paraplanner at Church House Investments - Private Clients
Paraplanner at Ritholtz Wealth Management
Paraplanner at Amber River Chancery
Paraplanner at PM+M Solutions for Business LLP
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