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Marcus C. Fagersten
Executive Director
Branch Manager
Wealth Advisor
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415-954-5985
Robert Vallecorse, CFP®
First Vice President - Wealth Management
CERTIFIED FINANCIAL PLANNER™
Senior Portfolio Manager
Corporate Stock Benefit Consultant
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415-954-6746
Alexander Joseph Taft
Senior Vice President - Wealth Management
Senior Portfolio Manager
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415-954-6700
Emily S. Chan, CFP®
Steve Davis
Senior Vice President - Wealth Management
Corporate Stock Benefit Consultant
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415-954-6759