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Reza Manshouri

Vice President, Merrill Lynch


Reza's role is to be the CFO for our client's bringing the extended services of Merrill Lynch in the areas of Tax, and Estate & Trust Planning together with the brightest investment minds in the industry today.

Reza helps entrepreneurs that have experienced significant liquidity events, to prioritize capital preservation with short duration Taxable and Tax exempt portfolio's on a large portion of their investment portfolio being sensitive to duration, interest rate and credit risk.
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