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Experienced, senior-level managing director and business development professional with 13+ years in outside sales roles representing mutual funds, SMAs, and institutional products across various strategies (alternatives, equities, fixed income) to all channels (RIA, institutional, broker/dealer, independent broker/dealer, & strategic/key accounts). Currently specializing in Fixed Income and Convert Arb focusing on the LPL community. Series 7, 6, 63, and 65.
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