A Big Month at Titleist: New Partners, New Talent, and 200+ Families Onboarded #ria
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YouTubeJay Coulter | Resilient Advisor
A Big Month at Titleist: New Partners, New Talent, and 200+ Families Onboarded #ria
In this quick Titleist update, Jay Coulter highlights several major developments across the firm: • Ann Barham has officially joined Titleist in Texas • Our San Antonio Client Services team is expanding into a new operations room • Chase O’Banion passed the CFP exam and joins the TAM planning team • Over 200 families were onboarded to ...
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