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Perspectives

Author Archive for: "bhoughton"
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 Joseph P. Bruno
By Brigette Houghton
In
Posted December 16, 2020

Joseph P. Bruno

Joe Joined Crestwood in 2020 and serves as a Client Service Associate on the Wealth Management Team. Joe is responsible for client onboarding, account and systems maintenance, as well as other [...]

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 Nicholas J. Dipoto
By Brigette Houghton
In
Posted December 15, 2020

Nicholas J. Dipoto

Nick joined Crestwood in 2020 and serves as an Operations Specialist. He is responsible for supporting the firm’s daily operations. Nick graduated from Bentley University with a BS in [...]

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 Tiffany V. So
By Brigette Houghton
In
Posted December 9, 2020

Tiffany V. So

Tiffany joined Crestwood in 2020 and serves as a Client Advisor. As a member of the Wealth Management Team at Crestwood, Tiffany ensures a highly interactive and collaborative approach with [...]

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 Olivia B. Godin
By Brigette Houghton
In
Posted October 30, 2020

Olivia B. Godin

Olivia joined Crestwood in 2020 and serves as a Client Advisor. Olivia works closely with clients to help them achieve their personal and financial goals by creating comprehensive financial plans [...]

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