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I have spent the majority of my career servicing high net worth and ultra-high net worth customers. My intent at this point in my career is to port over my knowledge and skill set to the underserved and …
I have spent the majority of my career servicing high net worth and ultra-high net worth customers. My intent at this point in my career is to port over my knowledge and skill set to the underserved and underserviced middle market. I intend to help everyone I touch make sound financial decisions and place them into a much better overall financial position.