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Our Silver Partners will have representatives, our guests, at each quarterly meeting and PRD this year. Please take a few minutes to introduce yourself and thank them for making possible the many services they are providing to our membership and the community where we live and work. Always perform your own due diligence before engaging any professional.
Contact: Joe Alfery
Phone: (858) 678-5127
Website:
www.tdainstitutional.com
Contact: Joseph K. Nelson
Phone: (323) 937-3075
Website:
www.blackrock.com/fp
Contact: John Maguire
Phone: (347) 703-3940
Website:
www.scroders.com/us
Contact:
Kelly Wagner, CIMAź, iShares Sales Team
Phone: (415) 670-4650
Cell: (415) 500-5132
Website:
www.ishares.com
Contact:
Greg Goldstein
Phone: (212) 739-4131
Website:
www.pimco.com
Contact: Linda Kao
Phone: (562) 988-1688 x312
Website:
www.laserfiche.com
Contact:
Jeff Hensal
Phone: (212) 297-3958
Website:
www.artioglobal.com
Contact:
Tommy Joe Valenzuela
Phone: (888) 885-4588
Website:
www.mtrustcompany.com
Contact: Lucy Walther
Phone: (949) 250-8100
Website:
www.edwardjones.com
Contact: Len Keating
Phone: (303) 302-9000
Website:
www.cambiar.com
Contact: Bruce Guarino
Phone: (949) 322-6274
Contact: David Rabin
Phone: (818) 309-5964
Website:
www.elitedesignsinvestments.com/
Contact: Raleigh Watson
Phone: (858) 999-5042
Website:
www.colecapital.com
Contact: Brandon Balkman
Phone: (317) 663-4180
Website:
www.reisa.org
Contact: Robert Forrester
Phone: (888) 805-4242 x1
Website:
www.alliancebernstein.com
Contact: Daniel Krause
Phone: (818) 427-1999
Website:
www.sierrainvestment.com
