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Network Power<100 people
Roles
💰100%
Investor & VC
✔️50%
IT
Geos
🇸🇮50%
Slovenia
Work Background
SelfFinancial Planner
Jul. 2016 - Jul. 2017Bozeman, Montana
Klein Capital Planning and ConsultingCertified Financial Planner
May. 2016Bozeman
Stifel Financial Corp.Financial Advisor - Stifel
Jul. 2009 - May. 2016Bozeman, Montana, United StatesWorked with a team of advisors managing $450mm AUM. My primary role was to create financial plans, execute the plan, and monitor the plans progress based on the clients risk management, time frame, and goals.
Commerce One FinancialSenior Investment Advisor
Aug. 2004 - Jun. 2008Westbury, New York, United StatesGrew a book of clients through knowledgeable advise and executed financial recommendations.
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