Financial Services Expert Witness
Financial Services | E-007837
Expert Qualifications
This expert has over 15 years of experience in financial services, consulting with Financial Advisors, Registered Investment Advisors, and Broker-Dealers.
Bio Snapshot
Location: Massachusetts
Former, Owner, The Swivel Group
Former, Director of Recruiting, First Financial Planners, Inc.
Former, VP of Business Development, Associated Securities Corp.
Present, CEO, financial services consulting firm
Present, Founder and Managing Partner, financial advisor networking company
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