Since 2011, Adam B Udy has been working in Tricor Financial. Adam B Udy is a proficient Senior Vice President and Director of Sales and Marketing with over 15 years of work experience. According to Adam's resume and work profile, Adam has worked at more than five places with numerous backgrounds and got different skills. Adam attended school at the Texas A&M University - Commerce from 2010 to 2011. Adam can be found in Las Vegas, Nevada – where this professional is currently located. You can search for this expert's contacts. We can also provide you with exhaustive contact information upon request.
Name variants:
Ad Udy,
Ade Udy
Contact Information
Workplace
Colleagues
Work History
Senior Vice President and Director of Sales and Marketing
Independent Contractor, Private Wealth Advisor. Provide financial advice & solutions. Responsibilities to Tricor; Platform Development, Training, Recruiting, and Marketing the firm.
Jan 2011 — Dec 2015
Certified Financial Planner and Vice President Investments
Providing financial advice and solutions to high net worth business owners, retirees, and professionals.
May 2006 — Jan 2011
Private Wealth Advisor - Self Employed
Providing wealth management and financial advisory services to individual clients. Securities and Advisory Services offered through Cambridge Investment Research, Member FINRA, SIPC.
from Jan 2011
Vice President Investments - Financial Advisor
100 north Tryon St, Charlotte, NC 28202
Providing financial advice and solutions to business owners, professionals, and retirees.
Jul 1, 2002 — May 1, 2006
Financial Advisor
New York, NY
Providing financial advice and solutions to business owners, professionals, and invididuals. CFM (Certified Financial Manager)
Jan 2000 — Jul 2002
Education
Occupations
Advisor
Independent Contractor
Executive
Senior Vice President
Director
Accountant
Finance and Accounting Specialist
Financial Broker
Certified Financial Planner
Vice President
Contractor
Independent Business Owners
Chief Executive
Operations Manager
Accounting Bookkeeper
Bookkeeper
Puchasing and Estimating Manager
Financial Manager
Skills
Retirement Planning
Wealth Management
Investments
Retirement
Financial Advisory
Strategic Financial Planning
Series 7
Finance
Financial Planning
Financial Services
Securities
Portfolio Management
Fixed Annuities
Wealth
Financial Planners
Insurance
Finra
Fixed Income
Asset Allocation
Mutual Funds
Alternative Investments
High Net Worth Individuals
Estate Planning
Series 63
Asset Management
Due Diligence
Investment Advisory
Investment Strategies
Small Business
Personal Financial Planning
Equities
401K
Life Insurance
Etfs
Tax
Iras
Uniform Combined State Law
Series 6
Wealth Management Services
Investment Management
Series 65
Series 24
FAQs about Adam B Udy
What's the main profession of Adam B Udy?
The expert is a Private Wealth Advisor - Self Employed.
What jobs is Adam proficient at at?
Adam B Udy is proficient at Advisor jobs.
Where does Adam B Udy currently live?
Las Vegas, Nevada is the place where Adam B Udy lives
Does the expert have the email address?
ad**@yahoo.com is The expert's email address.
How many companies did Adam B Udy work at?
Adam B Udy worked at five jobs.
Where has Adam B Udy studied?
Adam studied at the Texas A&M University - Commerce from 2010 to 2011.
Are there any special industries Adam B Udy is connected to?
This person works in Financial Services industry.
Are there any skills Adam B Udy has?
Adam B Udy has skills in the following areas: Retirement Planning, Wealth Management, Investments, Retirement, Financial Advisory, Strategic Financial Planning, Series 7, Finance, and Financial Planning.