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Passionate About Sharing My Experience and Knowledge 

I have more than thirty years of financial services experience working at money center banking institutions including Bank of New York Mellon and JPMorgan Chase. As well as more than fourteen years at one of the leading asset management firms at Fidelity Investments. I have extensive experience managing short duration fixed income and money market mandates, managing a team of client portfolio managers, and leading a team of client relationship and sales professionals. 


  • Certified Financial Analyst


  • Series 6, 7, & 24

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