Position:
Vice President, Partner at The Monteverde Group, LLC
Work:
The Monteverde Group, LLC
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Vice President, Partner
Education:
Kenyon College 1974 - 1978
BA, Political Science
Skills:
Retirement Planning, Estate Planning, Strategic Planning, Retirement, Strategic Financial Planning, Insurance, Leadership, Small Business, Investment Advisory, Investments, Universal Life, Business Planning, Wealth Management, Term Life Insurance, Banking, Whole Life, Life Insurance, Finance, Series 7