Overview

I work with a team of fixed income professionals and retail brokers to generate investment ideas and trade. Looking to acquire a book of business that will match me and my team in size of assets as well as style of investing.

Last Activity
6 months or more

Business Data

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Clearing Firm / Custodian

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Third Party Money Managers

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Mutual Funds

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Variable Annuities

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Insurance Business

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Technology Solutions

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CRM Systems

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Resources
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