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Ingrid Morgan

Strategic and Operational Leader with over 10 years of increasing responsibility in financial services industry, spanning expertise in Wealth Manageme... View More

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Certifications

  • FINRA Series 7 , 24, 9 & 10, 66 and Life and Health License

ILONA CASTON

Collaborative leader with dedication to partnering with coworkers to promote engaged, empowering work culture. Documented strengths in building and ma... View More

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Steve Lawrence

Organized and dependable candidate seeking full-time position. Successful at managing multiple priorities with a positive attitude. Willingness to ta... View More

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Anna Smith

Goal-oriented Operations Director with 19-year history streamlining procedures to optimize productivity and revenue. Well-organized and proactive with... View More

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Certifications

  • CPR Certified

Chad Evans

Dynamic professional with a diverse background in sales, customer and client service, organizational tasks, data entry, and computer proficiency. Rece... View More

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Roy Miller

Proactive and goal-oriented professional with excellent time management and problem-solving skills. Known for reliability and adaptability, with swift... View More

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Danielle Banner

Danielle Banner

Dynamic and results-driven executive with an impressive track record of over two decades in the financial services industry. Proven expertise in strat... View More

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Julie Haag

Hardworking, highly motivated professional eager to lend combined knowledge and skills to enhance business performance. Operates well in both individu... View More

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Anthony Vance

Anthony Vance

Motivated business professional bringing 10 years of entrepreneurial experience. Dedicated and personable with extensive experience in managing admini... View More

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Najmo Mahamed

Motivated assistant manager with demonstrated knowledge of the medical industry. Exhibits excellent organizational and problem-solving skills. Using a... View More

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