Energetic, dedicated, and results-driven financial professional with strong analytical skills. Providing extensive experience in assisting high net worth individuals meet their personal and legacy financial goals. Co-managed $90 million in assets for private banking clients. Progressive experience ...
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Energetic, dedicated, and results-driven financial professional with strong analytical skills. Providing extensive experience in assisting high net worth individuals meet their personal and legacy financial goals. Co-managed $90 million in assets for private banking clients. Progressive experience in developing and implementing financial controls and reduce risk.
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