Overview

I am exploring my options to either buy, succeed, or join a firm near the South Bend, IN market. Hold the CFA and CFP(R) designations. MBA from Indiana. 15 years experience in financial services with 10 years experience in high net worth, mass affluent, and institutional space. Investment manager and financial planner. Versatile skillset ranging from business development to detailed analysis. Prefer a mix of being engaged in client relationships and also analytical and technical work.

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within 6 months

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