Industry Expertise (3)
Investment Management
Capital Markets
Financial Services
Areas of Expertise (3)
Retirement Planning
Alternative Investments
Business Financial Management & 401(K) Management
Education (1)
Belmont University: Certificate of Financial Planning, Finance
Affiliations (6)
- Accredited Wealth Management Advisor™
- Chartered Alternative Investment Analyst™
- FINRA Series 6
- FINRA Series 7
- FINRA Series 63
- FINRA Series 65
Links (1)
Style
Availability
- Keynote
- Moderator
- Panelist
- Workshop Leader
- Host/MC
- Author Appearance
- Corporate Training
Fees
0 to 50000+
*Will consider certain engagements for no fee
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