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Certified Financial Planner™ Mark A. Nicolet Mba, Abfp™
Vice President Of Wealth Management
Kendrick Nguyen
Equity Trader
Alex Reyes
Wealth Management Assistant
Heather Klutznick
Vice President Of Investments
Todd Gurvis
+ 3 more
August, 2022 - present
Equity Trader at Seven Points Capital
Equity Trader at Moore Capital
Equity Trader at EARNEST Partners
Equity Trader at Needham & Company
Equity Trader at Weeden & Co.