“QDIA: Custom vs. Off-the-Shelf”
Presented by:
ProCourse Fiduciary Advisors, LLC
Deana J Harmon, CIMA, AIF
Chief Investment Officer, Principal
Deana J Harmon Bio
Kristin V Dunlevy, QPFC, AIF
Retirement Plan Advisor
Kristin V Dunlevy Bio
“QDIA: Custom vs. Off-the-Shelf”
Presented by:
ProCourse Fiduciary Advisors, LLC
Deana J Harmon, CIMA, AIF
Chief Investment Officer, Principal
Deana J Harmon Bio
Kristin V Dunlevy, QPFC, AIF
Retirement Plan Advisor
Kristin V Dunlevy Bio