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
