Expert Qualifications
This expert has over 15 years of experience in financial services, consulting with Financial Advisors, Registered Investment Advisors, and Broker-Dealers.
Bio Snapshot
- Location: Massachusetts
- Former, Owner, The Swivel Group
- Former, Director of Recruiting, First Financial Planners, Inc.
- Former, VP of Business Development, Associated Securities Corp.
- Present, CEO, financial services consulting firm
- Present, Founder and Managing Partner, financial advisor networking company
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