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Broad-based experience with new client acquisition and relationship growth & management - for individuals as well as public and private businesses. Skilled in start-up and build-out of business units with P & L responsibility. CFP®, Series 7 and 66 securities licenses. Graduate of JPMorgan Chase corporate finance/credit training program. Specialties Credit origination and underwriting (including leveraged financings), private banking and wealth management, financial planning for individuals and businesses. Working with private equity firms and their partners.