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Ankit Vats
Client Services Support
Ankit Vats has a background in wealth advisory and investment analysis, with prior experience at an advisory firm in India and earlier experience founding his own entrepreneurial venture. He has passed all three levels of the CFA Program and holds an MBA as well as a Series 65 license.
Based in Silverdale, WA, Ankit enjoys cooking, staying active through regular workouts, and pursuing a deep interest in philosophical inquiry. He is also a trained Bhangra dancer and a passionate supporter of Liverpool FC.

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