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Waltham, MAEmployees
11
Job Titles
11
Description
None available.
Popular Employees
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Kyle Schaffer
Investment Manager
Will Braman
Chief Investment Officer
Stephen Martone, CFP
Client Advisor; Director of Wealth Advisory Operations
Kim Maxfield
Controller
Aaron MacDougall
IT Director
Brie Elliott, MS, PHR
HR Director
Kimberley Emberg
Marketing and Business Development Manager
Claudia Shilo, CFP, CPA/PFS, MSFP
Managing Director and CFO
Jayson DeAngelis
Managing Director
Roy Ballentine
Chairman & CEOSimilar Companies
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Financial Service
(Previously Morgan Keegan) Raymond James
Financial Service
101 Financial
Financial Service
123 Lumpsum
Financial Service
12five Capital, LLC
Financial Service
1311 Capital
Financial Service
1406 Financial
Financial Service
1752 Financial, Inc.
Financial Service
1919 Investment Counsel
Financial Service
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