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Wealth Management Theory & Practice A CPWA® certification registered education course (online) (Wealth Management)
2021-2021Investment Management Theory & Practice
2017-2017Chartered Financial Consultant® ChFC® (Financial Planning and Services)
2005-2008Bachelor of Arts (B.A.) (Business Administration and Management, General)
Accredited Asset Management Specialist SM or AAMS® (Financial Planning and Services)
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