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Business & Finance

Wealth Management

$40/hr Starting at $200

I am a CFA Charterholder, know personal investing. Can develop investment policy statement in accordance with risk appetite as well as return requirements of clients.

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$40/hr Ongoing

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I am a CFA Charterholder, know personal investing. Can develop investment policy statement in accordance with risk appetite as well as return requirements of clients.

Skills & Expertise

Management

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