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IMA Options and Multi Asset Analyst - Director
 Weehawken, NJ
UBS
Area Vice President - Institution Investment Consultant
 Washington, DC
Gallagher
Senior Advisory Consultant - RIA and Bank Trust
 Atlanta, GA
Macquarie Group Limited
Director of Financial Planning
 Clive, IA
McGill Junge Wealth Management
Director of Consulting
 Boston, MA
Prime Buchholz LLC
Wealth Sales Specialist - Hybrid Wholesaler
 Des Moines, IA
Principal Financial Group
Portfolio Manager (Wealth Management)
 Norfolk, VA
Old Point National Bank
Portfolio Manager (Wealth Management)
 Newport News, VA
Old Point National Bank
Senior Investment Analyst/Portfolio Manager RETAINED SEARCH
 Miami, FL
Avior Executive Search
TTSTC - Portfolio Manager IV-V
 Austin, TX
Texas Comptroller of Public Accounts
Campbell Global - Portfolio Management - Executive Director
 Portland, OR
JPMorgan Chase & Co
Director, Client Solutions - SLC Management
 Hartford, CT
SLC Management
Senior Coverage Specialist - Xtrackers Sales
 United States
Deutsche Bank
Bilingual Senior Associate - Real Estate Investment
 Miami, FL
Bisnow
Municipal Bond - Senior Fixed Income Portfolio Manager
 Chicago, IL
Northern Trust Corp.
Senior Advisory Consultant - RIA and Bank Trust
 Kansas City, MO
Macquarie Group Limited
FROST INVESTMENT ADVISORS EXTERNAL WHOLESALER
 San Antonio, TX
Frost Bank
Portfolio Manager (Wealth Management)
 Chesterfield, VA
Old Point National Bank
Alternative Investments Manager
 Houston, TX
Atria Wealth Solutions
Director of Planning
 Clive, IA
McGill Junge Wealth Management
Director, Client Solutions - SLC Management
 New York, NY
SLC Management
Business Services (CFO) Advisor & Support 550 Retired Position
 Kansas City, MO
Center School District 58
Portfolio Advisor
 Chicago, IL
Northern Trust Corp.
Associate Director/Director - Wealth Advisory (OH, IN)
 Columbus, OH
Principal Financial Group
Director - Commercial Division (Brazil)
 Coral Gables, FL
DRIFTWOOD CAPITAL LLC
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