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Valerie Wakefield

Assistant Portfolio Manager at Summa Global Advisors

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Email Email: v****@summaglobal.com

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

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SUMMA GLOBAL ADVISORS

SUMMA GLOBAL ADVISORS

  • description Description
    Our mission is to grow, preserve and protect the wealth of our clients. We work closely with each client and their other advisors to develop strategies and customize portfolios that will serv...

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  • Employees count Employees 1-10
  • Revenue Revenue 1 Million to 5 Million
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Frequently Asked Questions Regarding Valerie Wakefield

Answer: Valerie Wakefield works for Summa Global Advisors as Assistant Portfolio Manager

Answer: Valerie Wakefield’s role in Summa Global Advisors is Assistant Portfolio Manager

Answer: Valerie Wakefield's email address is v***@gmail.com

Answer: Valerie Wakefield's business email address is v****@summaglobal.com

Answer: Valerie Wakefield’s direct phone number is (***)-***-****

Answer: Valerie Wakefield works in the industry of: Investment Management

Answer: Valerie Wakefield works Summa Global Advisors located at Se 97th Ave, Clackamas, , 97015, Oregon, 12901, United States

Answer: Summa Global Advisors's Assistant Portfolio Manager is Valerie Wakefield

Answer: Valerie Wakefield contact details:

  • Phone number  :  (***)-***-****
  • Email  :  v****@summaglobal.com

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