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Self-direction is a simple idea, yet its delivery and administration raise many complex issues. The contributors to this book, who include bankers, consultants, and trust officers, as well as traditional competitors, discuss the spectrum of issues affecting the self-directed account and trust administration.

Produktbeschreibung
Self-direction is a simple idea, yet its delivery and administration raise many complex issues. The contributors to this book, who include bankers, consultants, and trust officers, as well as traditional competitors, discuss the spectrum of issues affecting the self-directed account and trust administration.


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Autorenporträt
JEROME R. CORSI, editor of this volume, serves as senior vice president, bank marketing, at Marketing One Inc., a finn which specializes in developing insurance and securities sales delivery systems for depository institutions. Other recent professional experience includes: president, Benemax Incorporated; vice president, bank marketing, Benefit Concepts of America; and director of market research and new product development, The MacGruder Agency. Dr. Corsi received his B.A. from Case Western Reserve University in Cleveland, Ohio, where he majored in political science and economics and earned his Ph.D. from the Harvard University Department of Government.