Active users permissioning

Name

Role

CRM 

Investments

Orders

Payments

Documents

Private Securities

Jason Hunt

CEO

Yes

Yes

Yes

Yes

Yes

Yes

Admin

Jack White

Relations Manager

Yes

Yes

No

No

Yes

No

Change

Helen Shane

CIO

Yes

Yes

Yes

No

No

No

Change

Drake Tomas

Trader

Yes

Yes

Yes

No

Yes

No

Change

Kane Scott

CFO

No

Yes

No

Yes

No

No

Change
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