Work:
H J Sims & Co
- Boca Raton since Oct 2011
Senior VP Institutional Sales
Kiley Partners
Mar 2009 - Oct 2011
SVP
Paine Webber
1985 - 1998
First VP Inst. Munic Sales
Dillon Read
1977 - 1985
vp sales
Education:
NYC Community College 1961 - 1966
Associate of Arts and Sciences (AAS), Accounting and Finance
John Jay High School 1957 - 1961
Skills:
Bonds, Investments, Securities, Capital Markets, Asset Management, Trading, Series 63, Equities, Investment Banking, Portfolio Management, Alternative Investments, Wealth Management, Real Estate, Sales, Investment Properties, Hedge Funds, Bloomberg, Strategic Planning, Banking, Asset Allocation, Financial Structuring, Management, Marketing, Structured Products, Series 7, Asset Managment
Certifications:
License 70313
License 3053328
Finra Series 7 License
Florida Licensed Realtor