Mark O Brazier, EDFP

About Robert

Robert has over 35 years of experience in the financial industry, with the first 10 years spent in investment banking and trading. For the past 25 years, Robert specialized in lending, working as a Managing Partner of several private debt and equity funds. Additionally, as an Executive Vice President at a bank, he oversaw multiple departments, including Lending, Credit, and Portfolio Management. Most recently, Robert led the growth of a national CDFI, expanding its assets from $4 million to $35 million.

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