Listing in Thousand Oaks, CA

Market
Advisor
Member Level
Basic
Last Activity
2 weeks
General
Listing Type
Buyer | Succession | Successor
Location
Thousand Oaks, CA, US
Fee 0% Commission 100%
Overview

20 years of investment industry experience including private client advising, institutional client service, equity analysis and mutual fund portfolio management. Evaluating options for starting my own firm. Would like to partner with someone looking to retire and wants to create a succession plan.

Extended Profile Information

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