David P. Angeline, AIF®
Senior Vice President
My process starts by first learning as much as I possibly can about my client; from their family values, to their personal hobbies, to their career and financial goals. By doing so, it helps me in understanding where I can add value to their overall financial landscape.
Accredited Investment Fiduciary®
Joined Karpus Investment Management in 2012
Previous experience – Paychex inc., Retirement Associate
BA – St. Lawrence University
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