Overview

Looking to recruit 1-2 members into the firm as talent and to solve their successor issue.

1. Candidate should have CFA.

2. Solid analytical background preferred.

3. Working knowledge of valuation model.

4. Experience in sales/client presentation.


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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Technology Solutions

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CRM Systems

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Resources
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