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Resume

No Role Company Company Address Dates Employed Employment Duration
1 Partner, Financial Planner, Financial Adviser and Speaker Charles Stephen & Co., Inc. Albuquerque, New Mexico Area Aug 2009–Present 11 yrs 10 mos
2 Cedar Founding Officer/ Co-Owner Clear Light New Mexico, LLC Albuquerque, NM Jun 2016–Present 5 yrs
3 Mortgage Planner Charter Funding May 2006–Jul 2009 3 yrs 3 mos

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