I am the C.E.O of New York City-based MarFi Advisors, a business scaling, affluent target market, and LinkedIn coaching firm to million-dollar financial advisor teams.
I have a B.S in Finance and an M.B.A in Total Quality Management.
Prior to starting MarFi in 2006, I was a Merrill Lynch private wealth advisor.
My goal is to help FAs acquire more HNW investor clients via our proprietary Scaling with LinkedIn™ program.
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