Name: Sam Waltman, cfa, cfp®

 Company: Kayne anderson rudnick

 Job title: asesor principal de patrimonio

Website of the company : kayne.com / Size of the company : sign up to find out


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 People working at Kayne anderson rudnick

Name
Job Title
Action
  Dustin Gale, cfp®
Asesor de Riqueza - ViceCEOe Senior
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  Hyung Kim
Gestor de Portafolio y Analista Senior de Investigación
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  Joe Nazarian
Asociado de gestión de carteras
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  Matthew Hanson
Asesor Senior de Riqueza
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  Stewart Preziose
Asociado de asesor patrimonial
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  Calvin Antwan matthews
Eexperta en Diseño Gráfico
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  Evans Raslanian
Asesor Superior de Inversiones Asociado
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  Sharon Delgado
Asociado de Gestión de Portafolio
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  Leyder Murillo
Asesor superior de inversiones asociado
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  Stephanie Gillman
CEO de Servicios de Marketing
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  Dustin Gale, cfp®, cpwa®
Asesor de Riqueza - Vicemanagere Senior
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  Sam Waltman, cfa
Asesor principal de patrimonio
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  Hedy Henick
Gerente de facturación
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  Edwin Won
Asesor de Inversiones Asociado
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  Lisa Holmes
Vp
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  Kevin O'regan, cima®
Asesor Senior de Riqueza
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  David C. boone, cfa
Analista de Desempeño Cuantitativo
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  Jordan Greenhouse
Egurua en cartera
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  Chris Armbruster, cfa
Analista de Investigación
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  Erin Moriarty
Asesor de Inversiones Asociado
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  Randy Allen
Asesor principal de patrimonio
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  Sam Waltman, cfa, cfp®
Asesor principal de patrimonio
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  Roxane Clark
Secretario
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  Aaron Dues, cfp®
Asesor de Riqueza
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  Julie Biel, cfa
Analista de investigación
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  Kevin O'regan, cima®
Asesor Senior de Riqueza
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  Daniel Prichard
Asesor Superior de Inversiones Asociado
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  Kay Tran
Sr asesor de inversiones asociado
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