We will do our best to match you with this mentor (depending upon their schedule) or another similarly experienced mentor.
Meeting Preference: In Person, Phone, Video
Languages: English
My background is in the financial services industry with extensive experience in operations, broker-dealer operations, and regulatory compliance. I also achieved the Chartered Financial Consultant (ChFC), Chartered Life Underwriter (CLU), and Fellow Life Management Institute (FLMI) professional designations.
Areas of Expertise
- Government Regulations
- Management & Operations
Industry Experience
- Accounting & Tax Services