Resumes
Resumes
Vice President Private Client Advisor
View pageLocation:
39 Misty Rd, Rocky Point, NY 11778
Industry:
Financial Services
Work:
J.p. Morgan
Vice President Private Client Advisor
Hsbc Financial Services
Vice President, Premier Relationship Advisor at Hsbc Financial Services
Prudential Financial 2007 - 2015
Financial Advisor
Labranche & Co. 1987 - 2007
Specialist and Managing Director
Vice President Private Client Advisor
Hsbc Financial Services
Vice President, Premier Relationship Advisor at Hsbc Financial Services
Prudential Financial 2007 - 2015
Financial Advisor
Labranche & Co. 1987 - 2007
Specialist and Managing Director
Education:
Fordham University 1983 - 1987
Bachelors, Bachelor of Science, Finance Holy Trinity Diocesan High School, Hicksville Ny 1979 - 1983
Holy Trinity Diocesan High School
Bachelors, Bachelor of Science, Finance Holy Trinity Diocesan High School, Hicksville Ny 1979 - 1983
Holy Trinity Diocesan High School
Skills:
Asset Management
Equities
Investments
Financial Services
Portfolio Management
Mutual Funds
Wealth Management
Finance
Financial Planning
Retirement Planning
Management
Securities
Equities
Investments
Financial Services
Portfolio Management
Mutual Funds
Wealth Management
Finance
Financial Planning
Retirement Planning
Management
Securities