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Orit H. Small, CFP has extensive experience in the financial industry, currently holding the position of SVP, Compliance at Preferred Capital Securities, LLC. Previously, Orit served as Vice President of Business Development at Royal Alliance, Advisor Group. Orit is known for delivering timely and actionable ideas to help advisors build a better business and identifying investment strategies to meet clients' needs. Orit's education includes a degree from University at Albany, SUNY.