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Audrey Treloar is a skilled finance professional with a background in investment products and client relations. Currently serving as an Investment Product Associate at Ladenburg Thalmann since June 2022, Audrey previously held positions at Vanguard from September 2020 to May 2022, including High Net Worth Client Case Representative and Change of Ownership Associate. Earlier experience includes serving as Assistant to Attorney at Klimek Securities Law, where notable contributions included website development for business promotion and case document preparation. Audrey holds a Bachelor’s Degree in Strategic Communications from Butler University.