Summary
Our team works with clients, particularly European immigrants in the United States with complex tax situations, to help achieve their financial goals through a comprehensive global goals-based wealth management approach.
Professional experience
Senior vice president
MERRILL LYNCH WEALTH MANAGEMENT (USA) , New york
From May 2000 to Today
Additionals trainings
SCIENCES-PO
1983 à 1985
Service Public
LICENSE SERIES 66 - USA
2000 à 2000
LICENSE SERIES 7 - USA
2000 à 2000
INSURANCE LICENSE
New York State
2018 à Today
Degree
Skills
Hobbies
- Tennis
- Ski
linkedin
website