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EXPERIENCE
Business Owner | Basic Tax Prep | Miscellaneous Services
Business Services For Seniors
Launched independent business services practice for senior citizens, contributing fiduciary responsibility within tax preparation and returns, service agreements, financial
estimates, and other miscellaneous tasks.
Early Career:
Financial Experience
Financial Services Representative ▪ MetLife/MetLife Securities
FINRA Licensed Business Banking Specialist ▪ Wells Fargo Bank/Investments
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