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Dakota Funds is a leading investment sales resource and database provider based in Haverford, PA. With a focus on helping investment salespeople find new leads and grow their careers, Dakota offers scalable solutions and a comprehensive database that is updated daily across institutional and intermediary channels in the US and globally. Trusted by over 900 leading investment firms, Dakota understands the unique challenges faced by salespeople in the industry and provides a range of services including sales coaching, networking events, and a podcast featuring insights from industry professionals. With a commitment to simplifying the life of an investment salesperson, Dakota is dedicated to providing the resources and tools needed for success in the competitive investment industry.Generated from the website

Glenn Thomas is a financial advisor based in Haverford, PA, dedicated to fostering strong client relationships and helping individuals achieve their unique financial goals. With extensive experience in wealth management, he collaborates closely with clients to explore tailored strategies and solutions as part of their overall financial plans. Prior to joining TD Wealth in 2023, Glenn held senior positions at U.S. Trust, a division of Bank of America, and Wells Fargo The Private Bank. He is a graduate of Pennsylvania State University with a Bachelor of Science degree in Finance and holds the necessary licenses to act as an investment adviser. Generated from the website

Paul Jack Actuary is a reputable firm based in Ardmore, PA, specializing in providing actuarial services to a diverse range of clients. With a focus on risk assessment and financial analysis, the company offers expert insights and solutions to help businesses make informed decisions. Utilizing advanced statistical models and industry expertise, Paul Jack Actuary assists clients in navigating complex financial landscapes and optimizing their risk management strategies. Their commitment to accuracy and professionalism has established them as a trusted partner in the field of actuarial consulting. Generated from their business information