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Gabriel M. Lopez Iii Cic, Cris, Rplu
Account Executive
Michael J. Forney
Financial Wellness Specialist
Sarah Schwartz, Cima®, AI F®
VP, Retirement Plan Advisor
Brian Hetherington
President And Board Member
Seth Word
Principal & Head Of Agribusiness
Dolores Quesada
Human Resources Associate
Alaine Gallanosa
Sr. Client Representative
Danielle Romero
Eb Client Support Lead
Bruno Lucattelli
Software Engineer
Theresa De Largy
Data Quality Analyst
Jason Kearney
Head Of Strategic Growth Associates | Producer & Service Recruitment
Stephanie Hopkins
Client Support Lead