EFTA01137126Set 9
5p2,248w
projections and returns for individuals, S-corporations, LLC's
partnerships, and trusts for FPG clients. Presented financial analyses, observations, and recommendations to FPG clients. In
addition to hands on preparation ... Capital Markets Group, Commercial Banking Group) and
external contacts for developing Financial Planning Group (FPG) practice.
Awards andRecognition
• Wealth Management Group's President Club Top Producer Award - 1998.
• Wealth Management
https://www.justice.gov/epstein/files/DataSet%209/EFTA01137126.pdf