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Holmer Moran
Holmer Moran, Manager of Advent Operations, has over 10 years of experience with portfolio management software packages.
Prior to joining the firm, Mr. Moran worked for Northern Trust and Raymond James, where his many duties included tech support, data integrity, performance analysis and portfolio management.
He earned his Bachelor of Arts degree in Mathematics from the University of South Florida in Tampa. He has achieved his Series 7 and 65 licenses, Florida's Life, Health & Annuity Insurance Certification and Axys' Performance Measurement Certification.
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