Craig Mandel is a seasoned financial professional with over 32 years of experience in wealth management. They began their career at Merrill Lynch Wealth Management in 1990 and currently serve as Senior Vice President at UBS. Craig specializes in creating customized wealth management strategies focused on wealth accumulation, preservation, and transfer, as well as advising business owners through various stages of the business cycle. They hold a Bachelor's Degree from Brooklyn College, earned between 1986 and 1989.
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