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April 3, 2024
Founder of Financial Freedom Wealth Management Group is recognized for her enduring commitment to excellence in financial guidance
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March 26, 2024
Four national publications feature a growing cache of reviews from women around the world who credit Invest Diva with empowering them to build generational wealth through investing.
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March 20, 2024
Kevin Farladansky lends years of expertise to his work with Merrill Lynch
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March 15, 2024
The fund was named Best Fund Over 3-Years for the period ending November 30, 2023, among 24 short-intermediate municipal debt funds.
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March 13, 2024
Ms. Toni E. Whaley is lauded for her success as the owner and chief executive officer of
Paladin Advisor Group/PlanMember Financial Center
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March 13, 2024
Rajat Saxena is recognized for his expertise as a Lead Client Partner for IBM Consulting
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March 7, 2024
Mr. Clemenza is noted for his work as the president of C & A Wealth Management
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March 6, 2024
Kutscher Benner Barsness & Stevens Principal Cam Barsness was named to the 2024 Washington State Top Women Wealth Advisors Best-In-State list compiled by Forbes in partnership with SHOOK Research
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Press Release
March 1, 2024
Albert "Al" E. Depew, MSFS, AEP, Featured in the December 2023/January 2024 Issue of Forbes magazine
Albert "Al" E. Depew, MSFS, AEP, shared his professional achievements and industry expertise in Forbes magazine
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Press Release
March 1, 2024
Albert "Al" E. Depew, MSFS, AEP, shared his professional achievements and industry expertise in Fortune magazine
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February 29, 2024
Ms. Kristin L. Stafford is recognized for her expertise in financial technology as the
Co-founder and Chief Executive officer of Vital4
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February 28, 2024
Mrs. Gayle B. Canini is lauded for her distinguished tenure as the president and chief executive officer of Employee Benefits Administration, Inc.
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Press Release
February 28, 2024
Jonathan E. Taylor channels years of expertise into his work with Eveready Financial of Northwestern Mutual Wealth Management Company
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Press Release
February 22, 2024
Veris Wealth Partners named as finalist in: ESG Investing (Advisory); Impact Investing (Advisory); Diversity in Wealth Management (Company); and Outstanding Contribution to Wealth Management Thought Leadership (Company).
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Press Release
February 20, 2024
Awarded a Spot in the Pioneer 250 Category, this Compliance-Certified Managed IT Services Provider Continues to Lead with Exceptional IT Services, Support and Cloud Security Solutions
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February 15, 2024
Alain B. Monkam, CFA, has been Inducted into the Prestigious Marquis Who's Who Biographical Registry
Alain B. Monkam is recognized for his expertise as the director of bank portfolio management for Arvest Bank
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Press Release
February 5, 2024
Yaroslav Kharkov, PhD, Honored by Marquis Who's Who for Excellence in the Quantum Computing Industry
Yaroslav Kharkov is an accomplished entrepreneur and respected research scientist
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Press Release
February 5, 2024
Ms. Zaneilia is noted as a respected advisor as the president and chief executive officer of
Harris & Harris Wealth Management Group LLC
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Press Release
February 2, 2024
Lucy Zhu is recognized for her expertise as the senior vice president of EXL
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January 29, 2024
Eric Hsueh, CAIA has joined Veris Wealth Partners as a Director of Investments
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