Call Me When... There is evidence of a need for financial/banking/risk mitigation strategic or tactical advice
214-515-4819 / email@example.com
Graduate degree in banking from SW Graduate School of Banking, SMU
Certified Wealth Strategist (CWS)
Dallas Founding, Leadership Collaborative
Founder, Program Chair
I truly enjoy helping others achieve their goals and succeed in developing long-lasting win/win relationships
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