Overview

20 plus years experience in financial industry. Licensed 7, 63, 65, 24 (Pa St. insurance) and CIMA (til 6/21)
Just started FA practice (< 1 Yr.) Looking to bring experience and talent to established practice in Phila. area.
Key area of expertise is Fixed Income (Municipal Bonds)


Last Activity
this month
Listing Updated
Dec. 21, 2023

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