Overview

I am an experienced investment professional with over 16 years of industry experience in asset management. I have spent the last 14 years as an investment specialist, focused on wholesale distribution in the North Central U.S. I started my career in the industry as a financial advisor and would like to eventually resume that role given the right opportunity. I'm interested in partnering with advisors to either sunset or buy their practice.

Market
Advisor/RIA
Member Level
Basic
Last Activity
today

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