Listing in Philadelphia, PA

Market
Advisor
Member Level
Basic
Last Activity
within 3 months
General
Listing Type
Buyer | Successor
Location
Philadelphia, PA, US
Fee 0% Commission 100%
Overview

I have spent the past 18 years in the wealth management business - the first 10 as a private wealth advisor at Goldman Sachs and the past 8 in senior management (Head of National Sales, etc) at Lehman Brothers/Barclays. I chose not to transition to Stifel post sale of Barclays wealth business. I am looking at succession/sale opportunities,

Extended Profile Information

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