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OakHeart Financial Group

Richmond, Virginia

Charles R. Green & Associates, Inc. Logo
Charles R. Green & Associates, Inc.

Fort Worth, Texas

Grand Wealth Management Logo
Grand Wealth Management

Grand Rapids, Michigan

Grand Wealth Management Logo
Grand Wealth Management

Grand Rapids, Michigan

Robertson Stephens Logo
Robertson Stephens

New York, New York

Bellinghausen & Associates a franchise of Ameriprise Financial Services

Richardson, Texas

Weitz Investment Management, Inc.

Omaha, Nebraska

Blankinship & Foster Logo
Blankinship & Foster

Solana Beach, California

Burrus Financial Services

Salt Lake City, Utah

Prosper Portland

Portland, Oregon

NEW! NEW!
Mendes & Mount, LLP

New York, New York

FORRESTER, HART, BELISLE & WHITAKER, PL.

Fort Myers, Florida

Next Chapter Holdings Logo
Next Chapter Holdings

Highland Park, Illinois

Skyworks LLC

New York

Coles & Bodoin, LLP Logo
Coles & Bodoin, LLP

Needham, Massachusetts

University Endowment

Monterrey, Mexico

The Davey Tree Expert Company Logo
The Davey Tree Expert Company

Kent, Ohio

JMM CPA Logo
JMM CPA

Libertyville,

UC Group Logo
UC Group

Bolingbrook, Illinois

Ringling College of Art and Design

Sarasota, Florida

Sarasota Art Museum - Ringling College of Art and Design

Sarasota, Florida

Baker Tilly

Corpus Christi, Texas

Savant Wealth Management Logo
Savant Wealth Management

Rockford, Illinois

Confidential

North Bend, Oregon

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Vice President of Risk
Position Summary: The VP, Risk oversees


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