Danielle Hart January 14, 2025 Marketing/Business Dev. Emilie Ma Danielle Hart January 14, 2025 Marketing/Business Dev. Emilie MaLead Marketing SpecialistCommunications and Events
Emilie Ma January 14, 2025 Administrative Team Valerie Maldonado Emilie Ma January 14, 2025 Administrative Team Valerie MaldonadoLead Client Relationship Associate
Emilie Ma January 14, 2025 Administrative Team Julie Mark Emilie Ma January 14, 2025 Administrative Team Julie MarkSenior Client Relationship Associate
Emilie Ma January 13, 2025 Wealth Management Brett Norris, CFP®, JM Emilie Ma January 13, 2025 Wealth Management Brett Norris, CFP®Vice PresidentPortfolio and Wealth ManagementWest Bearing Investments
Heidi Stanley January 13, 2025 Investment Team Jason Norris, CFA Heidi Stanley January 13, 2025 Investment Team Jason Norris, CFADirectorEquity Research and Portfolio Management
Danielle Hart January 13, 2025 Administrative Team Lesllie Nuñez Danielle Hart January 13, 2025 Administrative Team Lesllie NuñezLead Client Relationship AssociateWest Bearing Investments
Emilie Ma January 12, 2025 Investment Team Tami Oglesby Emilie Ma January 12, 2025 Investment Team Tami OglesbySenior Vice PresidentPortfolio and Wealth Management
Danielle Hart January 11, 2025 Investment Team, Wealth Management Samantha Pahlow, CTFA, AWMA Danielle Hart January 11, 2025 Investment Team, Wealth Management Samantha Pahlow, CTFAWealth Management ChairExecutive Vice President
Emilie Ma January 11, 2025 Marketing/Business Dev. Kendra Pelofske Emilie Ma January 11, 2025 Marketing/Business Dev. Kendra PelofskeLead Marketing SpecialistMultimedia Design
Danielle Hart January 11, 2025 West Bearing Investments Nate Putnam, CFP® Danielle Hart January 11, 2025 West Bearing Investments Nate Putnam, CFP®Senior Vice PresidentPortfolio and Wealth ManagementWest Bearing Investments
Emilie Ma January 10, 2025 Operations/Info Systems David Quisenberry, GCIH Emilie Ma January 10, 2025 Operations/Info Systems David Quisenberry, GCIHChief Technology OfficerChief Information Security Officer
Emilie Ma January 9, 2025 Operations/Info Systems Kristina Ray Emilie Ma January 9, 2025 Operations/Info Systems Kristina RayFinance and Accounting Manager
Danielle Hart January 9, 2025 Octavia Group Katherine Russell, IACCP® Danielle Hart January 9, 2025 Octavia Group Katherine Russell, IACCP®Senior Vice PresidentPrivate Family OfficeOctavia Group
Emilie Ma January 8, 2025 Administrative Team Sheri Sanders Emilie Ma January 8, 2025 Administrative Team Sheri SandersSenior Client Relationship Associate and Office Administrator
Emilie Ma January 8, 2025 Operations/Info Systems Kayleen Shen Emilie Ma January 8, 2025 Operations/Info Systems Kayleen ShenInvestment Operations Associate
Danielle Hart January 7, 2025 Investment Team Jade Thomason Danielle Hart January 7, 2025 Investment Team Jade ThomasonVice PresidentEquity and Fixed Income Trading
Danielle Hart January 7, 2025 Administrative Team Jacqui Thompson, CFP® Danielle Hart January 7, 2025 Administrative Team Jacqui Thompson, CFP®Associate Wealth Planner
Emilie Ma January 5, 2025 Operations/Info Systems Ken Villalpando Emilie Ma January 5, 2025 Operations/Info Systems Ken VillalpandoIT Operations Manager
Danielle Hart January 4, 2025 Administrative Team Naomi Walsh Danielle Hart January 4, 2025 Administrative Team Naomi WalshVice PresidentInformation Systems
Danielle Hart January 4, 2025 Administrative Team, West Bearing Investments Dan Whitaker, CFP® Danielle Hart January 4, 2025 Administrative Team, West Bearing Investments Dan Whitaker, CFP®Vice PresidentAdministrative Services
