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Kolnicki, Peterson, Wirth

Downers Grove, Illinois

The Freshwater Trust

Portland, Oregon

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Ellenton CPA LLC

Bradenton, Florida

Pinnacle Financial Solutions PC

Skokie, Illinois

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Ellenton CPA LLC

Bradenton, Florida

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Crippen & Co.

Ocala, Florida

International Fellowship of Christians & Jews, Inc.

Chicago, Illinois

PICKER & ASSOCIATES LLC

Buffalo Grove, Illinois

BNY Mellon

New York, New York

Evanston Community Foundation

Evanston, Illinois

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The Bank of Tampa

Tampa, Florida

Donatelli & Coules, Ltd.

Hinsdale, Illinois

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Alkon & Levine, PC

NEWTON, Massachusetts

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The Bank of Tampa

St. Petersburg, Florida

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Hellman and Friedman

San Francisco or New York (preferred), California

Confidential

Portland, Oregon

Emge & Whyte CPAs

Eugene, Oregon

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CLS FINANCIAL ADVISORS INC

Portland, Oregon

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Nutrien

Deerfield, Illinois

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Maryland Judiciary

Annapolis, Maryland

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NACM Connect

Rolling Meadows, Illinois

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Relationship Manager
Providing exceptional service to our clients starts with investing in exceptional people! We are an independent wealth management firm committed to providing "Advice at a Higher Level" to our clients.  A contributing factor to our success is a unique team structure.  How do we build a successful team? We foster a culture of professional development, collaboration, and respect. We are passionate about what we do. We have fun, we work hard, and we are nice to each other. A successful team takes care of each other.  This translates to a highly competitive Total Rewards package, including a generous benefits package and a paid time off policy that reflects our commitment to a healthy work-life balance.  The Relationship Manager Role The Relationship Manager


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