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Theresa Bakos

Director of Client Services. Theresa manages all HoLo client services and communications. With twelve years in the financial service industry, her responsibilities include the coordination of all staff services, the organizing of the HoLo client review calendar, the servicing of direct client requests, and the updating of HoLo's social media presence. In addition to YouTube, Facebook, and LinkedIn, Theresa keeps HoLo clientele up to date through the various newsletters, statements, and tax updates HoLo prepares.

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