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EXPERIENCE
DIVERSE AND EXTENSIVE
C-level
Wealth Management Executive
30 years
of perfecting professional skills,
enhancing trade knowledge
and
building Resource Network
in all disciplines:
Trust Administration
Trust Accounting Systems
Trust Custody and Operations
Trust and RIA Compliance
Marketing and Sales
Trust M & A and Due Diligence
Crisis Management
US Navy pilot and retired Navy Captain
void of fatal mistakes
System analyst and programmer
foolproof processes
Philosophy Studies
critical thinking
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