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Former UBS Financial Advisor looking to join existing RIA as a possible successor

Mary Ann Buchanan | RIA Match, April 2020

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Summary: Former UBS Financial Advisor looking to join existing RIA as a possible successor. Quick hits: Georgetown grad, former Credit Suisse institutional salesperson, led VC backed fintech startup in retirement income space. 31 years old. Strong network/ties to the community. NYC/CT based, but open to relocation.

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