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Expert ID: 33101 | Business/Finance | Finance / Accounting

Finance / Accounting

Location: Staten Island, NY

This expert is a Chartered Financial Analyst (CFA), a Certified Financial Planner (CFP) and a Accredited Investment Fiduciary Analyst (AIFA).

He has testified as an expert witness and issued expert reports in both Court and Arbitrations.

Other Areas of Expertise Include:

  • Fiduciary Duties
  • Fiduciary Standard of Care
  • Financial Analysis
  • Financial Planning
  • Securities Investment

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