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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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When I was younger, I enjoyed playing basketball. While I can no longer rely on my jump shot, I can still spin a ball on my finger for up to five minutes at a time.

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