Brag about yourself - what makes you great at what you do?
I love to network and help connect people. I am proud to work for a firm that has such a strong commitment to helping the mid-size often family-owned and women-owned, business community. We bring great resources and programs to our clients and colleagues and work with them to help them build and retain their wealth through effective and efficient financial and business support.
What types of business contacts are you looking to make?
Middle market, closely-held businesses and nonprofit organizations.
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