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Financial Advisor   

AUM | GDC in West Hartford, CT

Member Level
Lite
Last Activity
within 2 months

Business Mix:

0% Comm
100% Fee

General

Location
West Hartford, CT, US

Overview

Highly-trained executive with over 20 years of diverse knowledge of the financial services industry including experience in business development, corporate strategy, investment communications, marketing, relationship management, mutual fund back office operations, project management of technical services integration, and frontline client-facing production. Interested in acquiring a practice, or in exploring possible succession scenarios.

 
Extended Profile Information

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New Opportunities Daily
Zero Transaction Fees
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