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Dylan Friedmann

CCO, SVP, Client & Partner Experience

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Barb Boothe

Barb Boothe

Director, Training & Document Validation

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Bonnie Li

Manager, Advisor Support and Client Service

Chantel Munroe
Chantel

Chantel Munroe, PMP, CSPO, CSM

Manager, Product

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Nelson Amaral

Business Analyst

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Wasif Syed

Director of Infrastructure & Security

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Sébastien Rocco

Sales and Relationship Manager

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Sarah Sheppard

Client Implementation Lead

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Pandora Lam

Senior Software Developer

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Amanda Taylor

Senior Document Validation Specialist