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Plan, direct, or coordinate accounting, investing, banking, insurance, securities, and other financial activities of a branch, office, or department of an establishment.
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Guide clients to financial success with tailored investment and tax strategies.
Ensure financial institutions comply with laws and maintain sound practices.
Analyze financial data to guide investment choices and improve business outcomes.
Analyze financial records to prepare statements and offer strategic advice.
Assess and manage financial risks to protect organizational assets and earnings.
Guide clients in buying and selling securities for optimal financial outcomes.
altPath® is a product of non-profit Areté Rising®, an initiative from the Leonetti/O'Connell Family Foundation.
EIN: 20-3889415