Position:
Managing Partner at Oakmont Partners, LLC
Work:
Oakmont Partners, LLC
- 3 School Street, Boston, MA 02108 since 2006
-
Managing Partner
CastleGuard Wealth Management
2002 - 2006
-
Founder/President
Education:
Boston University
LL.M. in Taxation
Bryant College
B.S.B.A., Management
University of Baltimore
JD/MBA