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Tag: Financial Adviser

NET ASSET

Ten years ago, Kris De La Pena didn't know "preferred stock from livestock." Today, he holds five designations from the ...

PEER POWER

Richard Franzi’s dynamic CEO Peer Group™ is transforming the lives of hundreds of business executives in an explosive, confidential and ...

JUDGE AND JURY

Glenn Feldman, a top financial adviser, has judged bouts all over the world involving such boxing legends as Mike Tyson, ...

Bagels to Bonds

Sam White had an entrepreneurial spirit even as a 10-year old. Today, he’s a top financial adviser, managing $600 million. ...

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Leading Leaders

When Lacey Leone McLaughlin launched LLM Consulting Group, executive leadership training and coaching was not that common of a practice. Today, it’s essential – and welcomed in every imaginable management circle from Wall Street to...

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