Lynsey Richter resumes & CV records
Resumes
Vice President And Co-Owner
Location:
Tucson, AZ
Industry:
Financial Services
Work:
Bgr Financial Group
May 2005 - Jan 2015
Associate Vice President - Investments Gr Financial Group May 2005 - Jan 2015
Vice President and Co-Owner Ubs Feb 2000 - May 2005
Senior Registered Client Associate Morgan Stanley Jul 1997 - Feb 2000
Operations Manager
Associate Vice President - Investments Gr Financial Group May 2005 - Jan 2015
Vice President and Co-Owner Ubs Feb 2000 - May 2005
Senior Registered Client Associate Morgan Stanley Jul 1997 - Feb 2000
Operations Manager
Skills:
Wealth Management, Portfolio Management, Equities, Mutual Funds, Financial Services, Securities, Retirement Planning, Series 7, Finance, Fixed Income, Asset Allocation, Business Process Improvement, Asset Management, Investment Advisory, Leadership, Management, Process Improvement, Program Management, Risk Management, Strategic Planning, Trading
Certifications:
Securities Licensed