David has 18 years of experience in the financial services industry. Prior to co-founding Lord & Lord Consulting he served as the primary client and relationship management connection between Newport Group and a select group of non-qualified plan sponsor clients. He also served as a relationship manager for Charles Schwab where he consulted RIA firms as well as worked as a financial advisor for New England Financial.
Customer Relations / Notary
Maria is a Colombian attorney and expert in international relations. She directs the Commercial Missions to South and Central America. Also coordinates remote and online closings.
Professional personal assistant in charge of customer and communication relations.
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