ABOUT
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ABOUT
Our Story
Our People
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Technology
Marketing
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WHAT WE DO
Technology
Marketing
Clients We Serve
Bank and Trust Companies
Broker Dealers
Family Offices
RIAs
Wealth Management Firms
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Elvin Mercado
Consultant
Previous Experience
Oakbrook Solutions
SEI
Nuveen
TIAA
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Elvin
Back to Team
Elvin Mercado
Consultant
Previous Experience
Oakbrook Solutions
SEI
Nuveen
TIAA
Expertise
Product Development/Design, Product Management, Agile Project Management/Scrum Framework
Up Close with
Elvin
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