Call Me When... There is evidence of a need for financial/banking/risk mitigation strategic or tactical advice
214-515-4819 / firstname.lastname@example.org
Graduate degree in banking from SW Graduate School of Banking, SMU
Certified Wealth Strategist (CWS)
Member for 1 year
Founder, Program Chair
I truly enjoy helping others achieve their goals and succeed in developing long-lasting win/win relationships
© 2023 XPX Global LLC. All Rights Reserved.