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Advisor Research

Pat Newcomb

Asset Management Benchmarking (Sales, Marketing, National Accounts & Product)

Pat Newcomb

Marketing

Craig Kilgallen

MF Directors & Fund Boards

Sam Campbell

Jason Heinhorst

Neil Bathon

Sales Analytics & Business Intelligence

Rick Ledbury

Product (Funds, Models)

Craig Kilgallen

Pat Newcomb

Sam Campbell

Regulatory / Compliance

Sam Campbell

Retirement

Craig Kilgallen

Sales Trends, Distribution Channels & Sales Management

Neil Bathon

Craig Kilgallen

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