Overview

I run the investment division of a bank. I am a relatively young advisor with a degree in finance, 7 years in the industry, and enrolled in a CFP program. We are 3 years in, starting from zero, here at the bank and looking to expand in the Metro-East.

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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CRM Systems

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Resources
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