Managing Director, Senior Vice President - Investments, Branch Manager at Raymond James & Associates

Managing Director, Senior Vice President - Investments, Branch Manager · Raymond James & Associates · Miami, FL · 4 yrs exp

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Skills & Expertise

Investments,Securities,Financial Advisory,Strategic Financial Planning,Series 7,Retirement Planning,Mutual Funds,Investment Advisory,Asset Allocation,Leadership,Financial Modeling,Microsoft Office,Wealth Management,Strategic Planning,Customer Service,Management,Sales,Portfolio Management,Personal Trust Administration,Investment Banking,Lending Solutions

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