Overview

I have 20+ years of experience in sales and trading of global markets. I have worked for JP Morgan, Raymond James as well as smaller start up situations. I have covered some of the most sophisticated U.S. money managers. I have built from scratch with almost no resources a large institutional client book of business. I'm looking to either join a practice or buy a practice as I now want to focus on wealth management. I have a large number of contacts as well as various networking groups that will help me build the business.

Market
Advisor/RIA
Member Level
Basic
Last Activity
this week

Business Data

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Clearing Firm / Custodian

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