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Tracey Chung

Client Service Manager

Stephen Clary

Investment Operations Representative

Jim Carr

Client Development Agent

Shelby Morris

Client Development Agent

Annie Cohen

Associate, Business Operations Manager

Bret Livingston

Vp, Partners Performance

Jonathan Graham

Relationship Manager

Jacquedolyn Fulcher

Finlife Service Manager

Sebrina McAlester

United Capital Financial Advisor

Paul Engele

Vice President Technology United Capital Financial Advisors

Susan Bohanon

Vice President Of Learning And Development

Stormi Mills

Onboarding & Service Supervisor