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EMPLOYEE PROFILES
We are committed to recruiting the best people for every position, and providing opportunites for exciting, long-term careers.
Julie
Associate Client Account Manager
Finding solutions to the range of wealth management issues – everything from taxes to family governance issues.
John
Assistant Client Account Manager
Responsible for account administration, cash management, trust administration and customized reporting.
Ben
Technology Business Analyst
Addressing technology needs at all levels of management.
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