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He ed a Smith Barney predecessor firm in and soon became one of largest Portfolio Managers at the firm, earning the deations Senior Portfolio Manager and Senior Portfolio Management Director. Born and raised in Greensboro, Free sex Richfield graduated with a B.
Prior to ing the team at UBS, Ellen served as a Director in Fixed Income at Credit Suisse in New York where she focused on structuring and risk management of bespoke securitized products derivatives. He has Series 7, 63 and 65 securities s and life, health and variable annuity insurance s. Born and raised in Charlotte, Ellen is an active member of her community. Born and raised in Charlotte, Mason earned his B.
Clay earned his B. He is responsible for retirement income strategies, team management, portfolio construction and equity and fixed income research.
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