I’m looking for a new opportunity and I’m open to either wealth management, financial planning, hedge funds, private equity, asset management, or trading. I’m more of a hunter/closer not a gatherer. I manage $100 Million in assets, but my book is mostly NOT portable. I’m a CFP, ChFC, hold the Series 7, 65, and Life insurance licenses. I have 12 years experience in wealth management and I’m finishing up my MBA soon with a concentration in Mergers & Acquisitions. 3.6 GPA from top 50 university.
I can chat. :)
Just messaged!
I can chat 🙋🏻♀️