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Margherita Petit

Wealth Manager with Crane Private Wealth Group, LLC

Margherita Petit is a Wealth Manager with Crane Private Wealth Group, LLC at Raymond James, where they work directly with high-net-worth and ultra-high-net-worth clients, providing customized portfolio management and financial planning strategies. Prior to this, they served as Directeur Financier and Responsable projets Finance at Societe Generale from 2019 to 2023. Margherita earned a Master of Business Administration (MBA) from the University of Strasbourg between 2009 and 2011.

Location

Melbourne, United States


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