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Experience

As an expert within our firm’s institutional investment consulting practice, I assist plan sponsors in offering effective retirement plans to their employees. My primary responsibilities include assisting with investment selection and monitoring, ensuring clients’ benchmark and understand fees, and helping plan sponsors understand their fiduciary responsibilities.
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I’ve always enjoyed being around animals, and my house is often referred to as a petting zoo. I currently have twin orange cats that are both larger than my Blue French Bulldog!

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