Title(s)
Senior Financial Analyst
Company Name
Shine Financials
Business Email
Business Category
Title(s)
Executive Director
Company Name
JPMorgan Chase
Business Email
Business Category
Title(s)
Wealth Advisor
Company Name
Focus Partners Wealth
Business Email
Business Category
Credentials, Professional Designations
CFP®, AFC®
Title(s)
Crisis Navigator / Insurance Strategist
Company Name
Emerging Risk Solutions
Business Email
Business Category
Title(s)
Managing Director
Company Name
CBIZ
Business Email
Business Category
Title(s)
Partners/Wealth Advisor
Company Name
Opal Advisors
Business Email
Business Category
Credentials, Professional Designations
Series 65, Chartered Alternative Investment Analyst
