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Angie Bacon
Vice President
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B.A., Stephen F. Austin University, 1987
Over 25 years operational experience in the industry
UBS Private Wealth Management (2008 to 2020)
Merrill Lynch Private Banking and Investment Group (1990 – 2008)
Leads operational effort in liability management (specifically lines of credit and home mortgages), life insurance and annuity services
Team coordinator for Rule 144 sales, private placement investments and all derivative operations
Series 7, Series 63 and Series 66 license
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