30+yrs Biz Exp.
"Never over-estimate someone else's intelligence & under-estimate your own" ~ "The prudent mariner never relies solely on 1 aid to navigation"
~ "Rarely get what you want, almost always what you Picture & Dream/never quit!
Financial executive with broad experience in all aspects of financial planning, estate planning and college planning. Direct experience with stocks, bonds, mutual funds, 144 transactions, venture capital and investment banking.