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  2. Erin Ascione

Erin Ascione

Erin Ascione
Director of Client Services
E-mail: 
erin@optimalcapital.com
Erin is dedicated to managing the Optimal Investment Office services. She brings 14 years experience in service of advisor partners of Optimal Advisor Solutions (OAS), including operations and account maintenance, custodian and transfer agent assistance. Previously Erin assisted advisors at Morgan Stanley with client services, administrative, and human resources support.

erin@optimalcapital.com

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