One Sarasota Tower
2 N. Tamiami Trail, Suite 303
Sarasota, FL 34236

614 E. Landis Ave, Vineland, NJ 08360

(800) 257-7013
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ADV PART II


Therese M. Pantalione, IACCPsm

Managing Director, Compliance Officer

Therese Pantalione was an operations manager with Merrill Lynch Pierce Fenner & Smith prior to her association with Cumberland. Mrs. Pantalione was also formerly employed as an Assistant Branch Manager with the Bank of New Jersey. In addition to compliance, Mrs. Pantalione conducts research of municipal securities, assists in escrow fund and arbitrage rebate calculations and other tasks in support of the firm's investment and financial advisory role.

She is a past President of the YMCA Swim Team Parents Association, past Treasurer of St. Isidore's Parish Council, a former member of the Board of Trustees and Treasurer of the Vineland High School BandAids Association. For 10 years she served as a member of the Board of Directors and Treasurer of the Dolphin Swim & Athletic Club.


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