Resume Summary

Chicago CFA, CPA, CTP and RIA looking to acquire a $10 MM book of business. Excels at building trusting relationships through candid and inclusive communications.

 Results-driven achiever with an entrepreneurial spirit who thinks outside the box, along with the ability to focus on the details often overlooked

 Solid investment and tax knowledge that not only affords the ability to geberate investment ideas but also provide solutions to complex tax matters