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Mentors
Adel Elsayed
Director, Product Applications
Holly Ham
VP of Customer Success
Ketul Parekh
Vice President, Technology
Morgann Zimmer, CFP
HR Representative
Carlos Garcia Jr
Account Director
Jandro Riveron
Product Manager
L. McKinley, CFP
Product Manager
Claudia Barreda
BCaBA
Kenton Braun, CFP, ChFC
VP Product
Marco Rimassa, CFP, CRPC, CFA
Chief Cash Flow Engineer
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