Business and Investment Executive
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Looking for a new opportunity to join an active Private Capital, Investment, or Consulting firm.
10+ years of capital markets experience working as a financial advisor to individual investors, business advisor, growth equity capital raising, M&A advisory, and real estate private equity.
Bachelor of Science degree from Touro College - Finance
SE-AWMA Professional Designation from the College of Financial Planning
FINRA Securities Licensed: Series 7 and 66
