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U.S. Trust
Total Duration3 yrs 3 mos
TitleVice President, Institutional Client Advisor
Dates EmployedSep 2017 – Dec 2017
Employment Duration4 mos
LocationDallas, Texas
Advising institutions, endowments, and family offices on investment strategy, nonprofit management, and credit & finance.
TitleVice President, Private Client Advisor
Dates EmployedNov 2016 – Sep 2017
Employment Duration11 mos
LocationDallas, Texas
Empower institutions and high net worth families, helping them use their resources to do the things that matter most.
TitleVice President, Private Client Associate
Dates EmployedOct 2014 – Oct 2016
Employment Duration2 yrs 1 mo
LocationDallas, Texas
I connect families' wealth to the things that matter most. A graduate of the first ever Private Client Associate Development Program.
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