People working at investment planning counsel

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 Name
Job title
Action
  Joe Carpenter, b of math cfp
Planificador financiero
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  Cassandra Ugolini
Auxiliar Administrativo
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  Erin Varga
Auxiliar Administrativo
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  Alison Collins
Administrador, transiciones
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  Sandra Gomes
Analista de cumplimiento
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  Michael Ward
Planificador financiero
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  Katherine Tuz
Asistente Ejecutivo y directorrdinador de Operaciones
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  Meredith Malloch
Vp, marketing
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  Eugenia Damianakis
Auxiliar Ejecutivo
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  Sally Marshall marshall
Auxiliar Administrativo
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  David Johnstone
Asesor de Inversiones
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  Colin Gladwish
Director Regional
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  Dawn Gaziani
Administrador de servicio al cliente
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  Sam Febbraro
Vicedirectore Ejecutivo
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  Victoria Fox
Auxiliar Administrativo
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  Alison Kovacs
Auxiliar Ejecutivo
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  Marie Bowen
Vicedirectore de Operaciones
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  Matthew Conrad, b.comm fcsi® cim® rrc®
Consultor de patrimonio privado
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  Matthew Evans
Auxiliar Ejecutivo
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  Xin Luo, cmt, cfa
Asesor financiero
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  Chris Getzlaf
Planificador financiero
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  Sandra Leonardelli
Asesor financiero
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  Chris Mores
Gobernanza de datos
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  Kevin Empey, p.eng., cfp, epc
El Equipo Empey
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  Brittany Campbell
Auxiliar Ejecutivo
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  Evelyn Fernandez
Supervisor de Comunicaciones Corporativas y Marketing
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  Maria Radoi
Gerente de sucursal corporativa
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  Elizabeth Hosein
Marketing: Marca y Directo al Cliente
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  Madeline Hansen
Gerente de sucursal corporativa
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  Hee Young chung, ca
Asesor Asociado
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  Chris S. reynolds
Cofundador, directore y associate
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  Jordan Fernandes
Servicios de asesor administrador mfda
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  Frank Gawlina
CEO financiero
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  George Fiotakis, cfp
Asesor financiero
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  Sandy Jagpal
Chief operation managerrdinador de gestión de productos
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