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Conduct quantitative analyses of information involving investment programs or financial data of public or private institutions, including valuation of businesses.
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Guide clients to financial success with tailored investment and tax strategies.
Facilitate stock transactions and maintain accurate records for brokerage firms.
Assess and manage financial risks to protect organizational assets and earnings.
Guide clients in buying and selling securities for optimal financial outcomes.
Manage financial operations and customer relations for businesses or branches.
Guide borrowers through loan processes and assess financial eligibility.
altPath® is a product of non-profit Areté Rising®, an initiative from the Leonetti/O'Connell Family Foundation.
EIN: 20-3889415