Palo Alto, CA

Member since:

August 28, 2013

What is your profession?

Investment management; consultant on employer sponsored financial benefits programs

What do you aspire to be?

An influencer in financial wellness, specifically tackling the "saving for and spending through" retirement challenge

What career help are you currently looking for?

Insight into new ideas & technology to transform banking/investments/corporate benefits, potentially an Advisor position or business partnership


20 years financial services experience, interested in new consumer oriented technologies that accelerate good investing and saving behaviors.

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