Raymond James
Amy Jahoda
Senior Business Technology Specialist
Vanessa Alvarez
Communications Specialist
Bill Greene
Software Engineer
Nick Azzarita
Internal Trust Consultant
Marilyn Buehler
Branch Administrator
Juan Porras
Analyst
Georgina Trevor
Senior Compliance Officer
Tony Barrett
Senior Vice President, Investments | Managing Director, Delaware Valley Complex
Andrew Elliott
Senior Mutual Fund Account Services Support Associate
Rhonda Sentochnik
Vice President
Michael Liu
Equity Research Associate
Jon M Trombetto
Wealth Mgmt Specialist, Registered Principal, Financial Planner