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Grace Talen

Product Manager & Operations Specialist

Grace is a Product Manager and Operations Specialist specializing in platform maintenance and aiding advisors with their needs in that area. She has been with the firm since 2018 and has assisted in many departments of the company including Operations, Onboarding, and the Support Team. She is responsible for the product management of Orion and Tamarac within the firm umbrella, platform research, product launches, and making the platform improvements on our systems.


Grace Talen
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