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Keeping the Financials Simple

机译:保持财务简单

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摘要

Claudine Callison-Siero, CDFA® has had an affinity for finances for almost as long as she can remember. "My grandfather gave me my first stock when I was 3," she says, sparking an enduring interest. Today, as a Senior Vice President, Financial Advisor and Family Wealth Advisor with Morgan Stanley, she provides strategic financial planning for a wide range of clients, including many high-net-worth individuals, blended families, retirees and pre-retirees. In addition, as a certified divorce financial analyst (CDFA®), she helps clients navigate the unique financial circumstances surrounding a divorce.
机译:CDFA®的Claudine Callison-Siero对财务有着深厚的兴趣,只要她能记住。她说:“我三岁时,祖父给了我第一只股票。”如今,作为Morgan Stanley的高级副总裁,财务顾问和家庭财富顾问,她为众多客户提供战略财务计划,包括许多高净值人士,混血家庭,退休人员和退休人员。此外,作为认证的离婚金融分析师(CDFA®),她帮助客户应对离婚的独特财务状况。

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  • 来源
    《Forbes》 |2018年第10期|a2-a2|共1页
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  • 收录信息 美国《科学引文索引》(SCI);
  • 原文格式 PDF
  • 正文语种 eng
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