The Investment Services Specialist / Investment Services Manager / General Manager of Investment Services.
The Investment Services Specialist / Investment Services Manager / General Manager of Investment Services.
The Investment Services Specialist, by navigating to the right-side menu and selecting "Announce Investment Opportunity" under "My Services."
User management is handled hierarchically based on each employee's role. For example, all employees of the offering entity are managed by the General Manager of Investment Services and the system administrator of the offering entity. The Investment Services Manager can also manage employees under their purview.
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