Listing in West Hartford, CT

Market
Advisor
Member Level
Lite
Last Activity
within 2 months
General
Listing Type
Buyer
Location
West Hartford, CT, US
Fee 0% Commission 100%
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.

Business Mix Info

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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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