Description
' INDIVIDUAL AND BUSINESS PLANNING DESIGNED FOR THE PROFESSIONAL (S) SEEKING LONG-TERM AND TAX -ADVANTAGED GOALS IN A CONSERVATIVE/MODERATE FINANCIAL PORTFOLIO. ALSO TO SAFEGUARD CLIENTS ASSETS AND ELIMINATE LONGEVITY RISK.
Work Experience
| COMPANY | POSITION HELD | DATES WORKED |
|---|---|---|
| @ Kpmg | Accountant | 1/1965 - 1/1972 |
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