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Experienced writer. Nonfiction and fiction. I have worked in the investment management industry in multiple roles. Strong knowledge of the securities industry, client prospecting and client service, marketing, trading, portfolio accounting, performance measurement, mutual fund sales, management, editing, and writing. In addition, I also have computer network technology skills, communications, and Windows system troubleshooting, coaching transformational programs, communication skills and leadership development, songwriting, recording arts, musicianship, singing, fine art painting, and drawing, and I led my own band performing original tunes and songs from the Great American Songbook. I am a licensed stockbroker (Series 7) and a California life & health insurance agent.
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