Personal Information
Organización/Lugar de trabajo
Greater New York City Area United States
Ocupación
Business Development and Communications Associate at AJF Financial Services, Inc.
Sector
Finance / Banking / Insurance
Sitio web
www.ajffinancial.com
Acerca 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...
Etiquetas
socially responsible investing
financial services
registered investment advisory services
investing
sustainability investment professional
registered investment advisor
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Presentaciones
(1)Documentos
(3)Personal Information
Organización/Lugar de trabajo
Greater New York City Area United States
Ocupación
Business Development and Communications Associate at AJF Financial Services, Inc.
Sector
Finance / Banking / Insurance
Sitio web
www.ajffinancial.com
Acerca 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...
Etiquetas
socially responsible investing
financial services
registered investment advisory services
investing
sustainability investment professional
registered investment advisor
Ver más