Education:

David holds a Certified Public Accountant (CPA) certification along with a Master’s in Accounting from the MIT Sloan School of Management, a top-tier institution for finance and accounting. His education emphasized corporate accounting, financial reporting, tax planning, and regulatory frameworks.

Professional Experience:

John Parker has over a decade of experience in the banking and financial services industry. He currently serves as a Senior Relationship Manager at XYZ Bank, where he manages high-net-worth client portfolios, offering personalized financial advice and investment strategies.

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Key Skills

• Client Relationship Management
• Wealth Management & Financial Advisory
• Investment Planning & Portfolio Management
• Risk Assessment & Financial Analysis