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Meet Gina, Wealth Management Mentor on Upnotch
Gina Coletti, Upnotch Member, is the Chief Fiduciary Officer at Nixon Peabody Trust Company.
Dec 5, 20241 min read


Irina Crigan
Irina Crigan, Upnotch Member, is a Regulatory Compliance Specialist at PEAK Financial Group, a Wealth Management Firm. Originally from...
Jul 29, 20221 min read


Tom Owens
Tom Owens, Upnotch Mentor, is a Founder and Principal of Garde Capital, an investment advisory firm whose partners have been managing and...
Jul 5, 20221 min read


Vanessa Singh
Vanessa Singh, Upnotch Member, is Senior Vice President of Account Management at Third Bridge, a global research firm servicing some of...
Mar 14, 20221 min read
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