Overview

12-year veteran in the asset management industry looking to shift into wealth management by partnering with an existing practice where the senior partner(s) is(are) looking to retire in the next few years. I have my CFA and have been incredibility successful within my current industry. I am have proven experience working with other financial advisors and end clients through my extensive experience conducting presentations and/or meetings over the past 12 years. I also have predominately been on the investment side of the asset management industry, so I have experience identifying ideal investment solutions for a broad range of clients.

Market
Advisor/RIA
Last Activity
this week

Business Data

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Clearing Firm / Custodian

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