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filler@godaddy.com
I've been helping investors for over 20 years and during that time I've learned a lot. The most powerful and important lessons learned are:
Wealth Management Director - Managed over $200 million in assets
Product Manager - Launched several real estate investment funds
Private Investments - Millions in investor assets invested in properties in California, Nevada, Arizona, Texas, Georgia and Florida.
NMLS # 2042052
I have more than 25 years in the financial services industry successfully raising capital for traditional and alternative investment companies and asset managers. The most powerful and important lessons learned are:
Wealth Management - 25+ years managing wealth for clients
Prudential - Anchor Capital Advisors - Morgan Stanley - Proctor Investment Managers - Ashfield Capital Partners - Nuveen Investments - Forward - Provasi Capital Partners - Wright Investors - Mariner Investment Group - Lyon Wealth Management - Beech to Beach
Licensed Real Estate Agent - eXp Realty
Supporting home ownership in Pennsylvania and real estate investors all along the East Coast
Typically 15 minutes, but if you want more time we offer a 30 minute booking option.
You can call us to start an application or you can start one on your own via our secure online application.
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Trusted Rate, Inc. NMLS #2263077
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