Description
Financial planning and estate planning with a concentration on retirement.
Work Experience
| COMPANY | POSITION HELD | DATES WORKED |
|---|---|---|
| (Confidential) | (Confidential) | 9/1997 - Present |
Education
| SCHOOL | MAJOR | YEAR | DEGREE |
|---|---|---|---|
| FPLC | Law | 2005 | Law Degree |
Accomplishments
Highlights:
Companies I like:
Fidelity KPMG PricewaterhouseCoopers
Job Skills
Keywords
Responsibilities
Sophisticated Tax and Estate Planning
Complex Business Litigation
