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Leslie Norton

Team Administrator and Client Service Representative at Aequitas Investment Advisors

  • LinkedIn

Email Email: l****@aequitas-inv.com

phone noPhone Number: (***)-***-****

• Managed the rollout of data integration of new system platforms that receive data feeds from other sources. Trained staff and management on new software tools, which evidently saved tim...

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AEQUITAS INVESTMENT ADVISORS

AEQUITAS INVESTMENT ADVISORS

  • description Description
    Aequitas Investment Advisors was founded in 1991 as an independent financial planning and investment advisory firm providing services to individual clients and trustees of non-profit organiza...

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  • Employees count Employees 1-10
  • Revenue Revenue 5 Million to 10 Million
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Aequitas Investment Advisors Org Chart and Mapping

Employees

Tim Nash

Chief Portfolio Strategist and Principal

Spencer Henderson

Director of Research and Financial Planner

Matthew McCarthy

Operations Team Associate

Leslie Norton

Team Administrator and Client Service Representative

Frequently Asked Questions Regarding Leslie Norton

Answer: Leslie Norton works for Aequitas Investment Advisors as Team Administrator and Client Service Representative

Answer: Leslie Norton’s role in Aequitas Investment Advisors is Team Administrator and Client Service Representative

Answer: Leslie Norton's email address is l***@gmail.com

Answer: Leslie Norton's business email address is l****@aequitas-inv.com

Answer: Leslie Norton’s direct phone number is (***)-***-****

Answer: Leslie Norton works in the industry of: Investment Management

Answer: Leslie Norton is the current Team Administrator and Client Service Representative at Aequitas Investment Advisors.... Read More

Answer: Leslie Norton works Aequitas Investment Advisors located at 175 Derby St, Hingham, Massachusetts, 02043, United States

Answer: Aequitas Investment Advisors's Team Administrator and Client Service Representative is Leslie Norton

Answer: Leslie Norton contact details:

  • Phone number  :  (***)-***-****
  • Email  :  l****@aequitas-inv.com

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