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Claire Bailey

Advisor

Claire is a business development professional working with high net worth individuals, private companies, institutional investors, RIAs, and others to place investment opportunities, create strategic partnerships, satisfy capital needs and more. Claire began her career on Wall Street with a leading investment management firm and worked in business development for major banks as well as boutique RIA’s, Funds and Broker Dealers. Claire currently holds the Series 7, 63 and 65 licenses.

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