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.read more ...read less ...
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