$90,000 GDC in N/A, NJ

Market
Advisor
Member Level
Basic
Last Activity
6 months or more
General
Listing Type
Successor
Location
N/A, NJ, US
Fee 0% Commission 100%
Gross Revenue
$90,000.00
Overview

I have extensive experience in B2B and internal sales as well as operations with a client service focus; with seven years in the Fixed Income market, five years on the New York Stock Exchange. I am looking to move out of the institutional market and work with individuals and/or small businesses. I have the knowledge and background to effectively work with you and your clients to put a solid succession plan in place.

Business Mix Info

Blurred Business Mix
Blurred Fund

Clearing Firm / Custodian

Blurred Blurred Blurred Blurred Blurred Blurred

Third Party Money Managers

Blurred

Mutual Funds

Blurred

Variable Annuities

Blurred Blurred Blurred Blurred Blurred

Insurance Business

Blurred Blurred

Technology Solutions

Blurred

CRM Systems

Blurred Blurred Blurred Blurred Blurred Blurred

Loading...