All posts tagged Wealth Management

About Jennifer Kuta

Jennifer Kuta is a Vice President, Business Development and Sales at Caldwell Investment Management Ltd. and is responsible for providing sales support to portfolio managers, wholesalers and external investment advisors. Prior to joining Caldwell, she was an independent business consultant and trainer with more than 25 years of experience in selling, facilitating and coaching within the financial services industry. Over this period, she has been committed to working with advisors to help them build their businesses.

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