
Organización/Lugar de trabajo
AJF Financial Services, Inc.Ubicación
Greater New York City Area United StatesOcupación
Business Development and Communications Associate at AJF Financial Services, Inc.Sector
Finance / Banking / Insurance
Sitio web
www.ajffinancial.comAcerca de
I am a wealth management professional whom endeavors to network with other wealth management professionals, thought leaders and grow centers of influence accordingly. I have thirteen years of experience within the financial services industry; the first four were working in banking/relationship management/sales management, the latter nine involved business development/relationship management within various wealth management programs. I currently work for a New York City based Registered Investment Advisor that focuses on Socially Responsible Investment (SRI) Strategies. Specialties: I hold the Series 7,63,65 securities licenses and maintain insurance licenses in New York, New Jersey and C...