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Administrative Support

About

The Administrative Support team at UPSTREAM Investment Partners, LLC plays a vital role in ensuring the smooth operation of the organization by managing day-to-day office activities, providing executive assistance to leadership, and coordinating communication across departments. This team is responsible for administrative tasks, scheduling, and maintaining an organized office environment, allowing financial advisors to focus on client needs and investment strategies. Their efforts enhance overall efficiency and contribute to a professional and responsive atmosphere within the company.


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