Wealth Management Executive with 20+ years of experience. Provides individual HNW clients with in-depth expertise in financial, estate and philanthropic matters.
Specialties: * Provides unique combination of experience and knowledge to clients ranging from $10M - $500M.
* Developed new revenue stream opportunities from inception to implementation in corporate settings.
* Created national relationships with business partners in fine arts, philanthropy, legal and insurance sectors.
* Recognized as content expert in trade and financial publications.
* Licensed for Insurance.
* CFP庐
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