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
Dec 5, 20241 min read
Meet Gina, Wealth Management Mentor on Upnotch
Gina Coletti, Upnotch Member, is the Chief Fiduciary Officer at Nixon Peabody Trust Company.
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Jul 29, 20221 min read
Irina Crigan
Irina Crigan, Upnotch Member, is a Regulatory Compliance Specialist at PEAK Financial Group, a Wealth Management Firm. Originally from...
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
Jul 5, 20221 min read
Tom Owens
Tom Owens, Upnotch Mentor, is a Founder and Principal of Garde Capital, an investment advisory firm whose partners have been managing and...
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
Mar 14, 20221 min read
Vanessa Singh
Vanessa Singh, Upnotch Member, is Senior Vice President of Account Management at Third Bridge, a global research firm servicing some of...
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