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Years of experience: 24
United States
⚖️ Legal
Consulting
Finance
Lawyer
Tax Advisor
Trust Score
Highly reliable; strong professional involvement.
75
%
Simone's Career Path
Feb. 2025
-
Present
Allworth Financial
Head of Private Wealth Strategies
Nov. 2024
-
Dec. 2024
Cache
Wealth Strategy Partner
Oct. 2024
-
Feb. 2025
Allworth Financial
Consultant
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