Wealth Management firm announces seven new shareholders
Crestone Capital have announced seven new shareholders have joined the firm's ownership group. Bliss Bernal, Executive Director, Chief Compliance Officer; Miles Cooke, CFA®, Executive Director, Investment Research; Nicole Goethals, CPA, Executive Director, Business Operations; Abby Krolick, Executive Director, Business Operations; Lise Major, Executive Director, Chief of Staff; Michael McGowan, CFA®,…
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