Market
Advisor/RIA
Member Level
Basic
Last Activity
within 2 months
General
Location
Phoenix, AZ, US
Profile Type
Buyer | Join A Practice
Fee 0% Commission 100%
Overview

Investment Advisor who specializes in product development and small business retirement services. In the process of moving to Phoenix and looking to join or possibly purchase a firm. Ten years experience as a buy-side analyst with extensive work in new product development. Recently started consulting for small businesses, helping them through the process of implementing a 401k or IRA plan. Looking to merge with or purchase a firm.

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