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Pamela Bergeron

Sales and Marketing Assistant at RegentAtlantic

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REGENTATLANTIC

REGENTATLANTIC

  • description Description
    CI RegentAtlantic Private Wealth, a partner of CI Private Wealth, is a wealth management firm that integrates financial planning and investment management with your individual goals. CI Regen...

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  • Employees count Employees 51-200
  • Revenue Revenue 25 Million to 50 Million
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RegentAtlantic Org Chart and Mapping

Laurie Lutz

Executive Assistant to Chief Executive Officer, Chief Investment Officer and Managing Partner

Employees

Paula Santin

Onboarding and Investment Operations

Cfp® Zack Morse

Associate Wealth Advisor

Matthew Ogus

Portfolio Implementation Analyst

Christopher Cordaro

Partner, Wealth Advisor, Chief Investment Officer

Paul Platkin

Co-Chief Investment Officer, Partner

Philip Metz

Client Relationship Specialist

Oksana Kavka

Client Relationship Specialist

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  • Phone number  :  (***)-***-****
  • Email  :  p****@regentatlantic.com

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