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17 years of Financial Services experience with Cannon Beach Financial Advisors and Ameriprise
13 years in high-tech industry
Securities licenses: Series 66
University of Pennsylvania (BS - Electrical Engineering and Economics)
Santa Clara University (MBA - Intl Business/ Finance)
20 years of Financial Services experience with Cannon Beach Financial Advisors and Fidelity Investments
Certified Financial Planner™
Securities licenses: Series 63, 66
University of Pennsylvania, Wharton School of Business (BS - Finance/International Business)
Boston University (Certificate in Financial Planning)
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