Responsible for implementing the firm’s strategic initiatives, compliance oversight for the RIA, managing high-level financials and compensation, advisor acquisition and working directly with advisors to ensure a seamless transition. Cori graduated from the University of Arizona with a bachelor’s degree in Communications. Prior to establishing IHT Wealth Management in 2014 with its original founding members, she was the business manager to Steve Dudash and his investment team at Merrill Lynch, located in downtown Chicago. Her strengths include leadership, organizational skills, and the ability to support meaningful client relationships.
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*According to SmartAsset 08/22