| DEAN CHASE TEAM | ||
Al Polit, CFA | Shana C. Lathrop, Esq. Chief Compliance Officer General Counsel Experience: Law Offices of Shana C. Lathrop APC Lewis Brisbois Bisgaard & Smith LLP Education: JD, University of San Diego BBA, University of San Diego 7 years securities experience Julie Cooling Marketing & Sales Advisor Experience: Labworks LLC AMIC Distribution Partners Inc. Webster Investment Management LLC Montgomery Asset Management LLC SEI Investments Inc. Education: BA, Bucknell University 14 years financial services experience |