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“Works through exceptions with our transfer agent”

 

"Our relationship manager is great to work with, provides timely responses to questions, sends reports, and works through exceptions with our transfer agent on a timely basis."


- Fund Operations Manager

National Quality Review
2020-11-17T11:59:14-05:00

- Fund Operations Manager

  "Our relationship manager is great to work with, provides timely responses to questions, sends reports, and works through exceptions with our transfer agent on a timely basis."
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