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After completing his undergraduate degree at Penn State, Mike obtained his master's degree in International Business and Russian Studies. After working in St. Petersburg and Moscow, Russia, Mike embarked on a 20+ year career in investment management as an analyst and portfolio manager for U.S. equity focused mutual funds.
After achieving his career goals in investment management, Mike moved back to New York to work as a small business entrepreneur in real estate and hospitality. Transitioning back to the financial services world, Mike now brings his investment and small business experience to help families and businesses across the North Country of New York and Vermont protect their loved ones and prepare for retirement.
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