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Company Info for thepresidiogroup.com | Icebreaker

The Presidio Group |

The Presidio Group focuses on mergers and acquisitions, capital raising, and investments in the automotive retail and consumer mobility sectors.

3 members

Contact info

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thepresidiogroup.com

Members

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With over twenty years of investment experience analyzing financial markets, I am a CERTIFIED FINANCIAL PLANNER™ working with individuals and families to help them reach their financial goals. I hold an MBA from MIT Sloan School of Management, and have held several senior positions at several wealth management firms. -------------------------------------------------------------------------- Investment advisory services offered through Conquis Financial, LLC a Registered Investment Advisor with the U.S. Securities and Exchange Commission. Registration does not imply a certain level of skill or training. This material is intended for informational purposes only. It should not be construed as legal or tax advice and is not intended to replace the advice of a qualified attorney or tax advisor. This information is not an offer or a solicitation to buy or sell securities. The information contained may have been compiled from third party sources and is believed to be reliable.

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Helping young companies succeed

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Licensed Real Estate Agent/ Real Estate Investor/ Compass / DRE #02062082