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Jody Harris-Stern is an accomplished professional with extensive experience in the financial industry. Jody has held various high-level positions at companies such as Westchester Capital Management L.L.C., Southridge, UBS, and Phoenix Investment Partners. Their roles have involved sales, marketing, and client portfolio management, where Jody has successfully increased assets under management and market share through strategic initiatives and leadership. Jody holds a Bachelor of Arts degree in Business and Economics with a focus on Japanese Studies from Saint Michael's College.