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Financial Advisor   

$1MM AUM | $1 GDC in Providence, RI

Member Level
Basic
Last Activity
2 weeks

Business Mix:

0% Comm
100% Fee

General

Location
Providence, RI, US
12 Month Gross Revenue
$1
Number of Accounts
1
Avg Client Age
50

Overview

I am interested to purchase an Asset Management Practice in need of a succession plan (preferably in the North East). My career includes managing a global proprietary trading group within a top tier global bank, endowment manager, hedge fund manager, & family office advisor. Excellent credentials & references upon request.

 
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