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.

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Posting as :
works at
You are currently posting as works at

Where are you looking for work?

smart

Wherever I can make the most amount of money and grow my career.

Hey, let's chat!

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Where you located?

NYC

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