Name: Rajiv Puri CPA/PFS MBA

Address: **** ******* **** **. *** Claire WI 54703

E-Mail: ad33ym@r.postjobfree.com 239-***-****

Financial Trust & Estate Practitioner 2015 to Present Naples Chapter: Registered member, The Society of Trust & Estate Practitioners (Incorporated in England & Wales) London U.K. Provide comprehensive financial planning services to international and domestic clients. Lincoln Financial Group: General Agency 2012 to Present Provide variety of financial planning products relating to Life, Long Term Care and Annuities for guaranteed lifetime income. Universal American: UAM Agency Service, Lake Mary, Florida 2007 to 2012 Manager Southwest Florida. Through family of specialty healthcare companies was dedicated to working collaboratively with doctors, pharmacists and other caring professionals to improve the health and well-being of seniors. (Universal American traded on the New York Stock Exchange (NYSE) under the ticker symbol UAM). Advocate Aircraft Taxation Company, Naples, Florida Past Experience As CPA Tax Manager served corporate and small business aviation clients nationwide. Professional service included financial and tax analysis of private aviation companies. Accounting, depreciation, tax, business plan and FAA documentation; advised on compliance, insurance review and representation before taxing authorities - state and federal IRS. IRC section 1031 tax-free exchanges of aircraft federal income and excise tax, state sales and use tax advisory services. American Express Financial Advisors Past Experience As Gold Team senior Advisor provided financial, estate advisory services to corporate executives and business professionals. Education: Master of Business Administration (Massachusetts) Post MBA: Computer Methodology for Business Applications (New York) License: Florida, Certified Public Accountant

Certification: AICPA Personal Financial Specialist and PFP section member Professional: STEP Trust & Estate Practitioner registered member Former volunteer services:

AICPA Volunteer helped the victims of tragic events occurred on September 11th, 2001. Board Associate, United Front Against River Blindness, Inc. helped victims of Onchocerciasis in Africa. As secretary India Association of Fort Myers Inc. promoted culture of India in southwest Florida. Personal: Full time resident of southwest Florida and citizen of U.S.A. Recreation: Enjoy swimming, bicycling, chess, hiking, travel, global cultures & events.