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Greg Jordan is a Senior Vice President and the Senior Managing Director for the Central Region of Foundation & Institutional Advisors.
Brett Rees is the Regional Executive for the East Region of Foundation & Institutional Advisors.
Valerie Trottier is a Senior Vice President, leading the Foundation & Institutional Advisors practice for the West Region.
Katrina M. Pipasts is the National Director of Planned Giving Services and is responsible for the gift administration and investment strategy implementation for charitable gift annuity funds and charitable remainder trusts for institutional clients.