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|Trust & Estate Specialist||Merrill Lynch||2008 - Present|
|San Fernando Valley Business Journal||Estate Planning with Shifting Exclusion Amounts||2007|
|Michigan State University||N/A||Other - Bachelors||N/A|
|Southwestern University School of Law||N/A||JD - Juris Doctor||N/A|
|South Bay Estate Planning Council||Trusteed IRAs: Integrating large qualified plans with an estate plan||2008|