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Courtney Holt

Chief Compliance Officer at Perigon Wealth Management

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PERIGON WEALTH MANAGEMENT

PERIGON WEALTH MANAGEMENT

  • Employees count Employees 51-200
  • Revenue Revenue 25 Million to 50 Million
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Perigon Wealth Management Org Chart and Mapping

Employees

Gamaliel Jimenez

Financial Planning Associate

Brian Smith

Private Client Associate

Brad Resnick

Vice President- Investments

Tracy Canning

Private Client Associate

Christine Saunders

Financial Planning Associate

Will Trask

Wealth and Business Consultant

Frequently Asked Questions Regarding Courtney Holt

Answer: Courtney Holt works for Perigon Wealth Management as Chief Compliance Officer

Answer: Courtney Holt’s role in Perigon Wealth Management is Chief Compliance Officer

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Answer: Courtney Holt works in the industry of: Investment Management

Answer: Courtney Holt works Perigon Wealth Management located at 201 Mission St Ste 1825, San Francisco, California, 85004, United States

Answer: Perigon Wealth Management's Chief Compliance Officer is Courtney Holt

Answer: Courtney Holt contact details:

  • Phone number  :  (***)-***-****
  • Email  :  h****@perigonpartners.com

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