For over 18 years George Gipp has been working in different jobs. Recently, George worked as a Managing Director in Clarfeld Financial Advisors Llc widening experience. This professional graduated from Fordham University in 2007 where this person received all the required knowledge. This expert has all required skills for his job, that is proven by the following certifications in Cfa Charterholder, Certified Financial Planner™, and Financial Risk Manager (Frm®). You can find this person in Flushing, New York, where he lives nowadays. SoftwareOfficial has all the info you need to contact George Gipp, such as George's number or email address. Send us the request to get more info.
Name variants:
Georgie Gipp
Last updated May 14, 2024
Contact Information
Last Update
Jul 7, 2022
Email
ge**@leumiusa.com
Location
Flushing, NY
Company
Workplace
Managing Director
Tarrytown, NY
Industry
Financial Services, Investment Advisory Service, Offices of Certified Public Accountants
Colleagues
Work History
Managing Director
520 White Plains Rd, Tarrytown, NY 10591
from Jan 2014
Vice President, Wealth Management
Provide wealth management expertise to over forty Bank Leumi USA private bankers.
Develop Investment Policy Statements based upon the client’s time frame, risk tolerance, and objectives.
...
Jan 2005 — Dec 2013
Vice President
270 Park Ave, New York, NY 10010
Managed a portfolio of over 130 high net worth clients and $170 MM AUM.
Identified investment and banking opportunities while assisting clients in developing comprehensive financial plans ...
Jan 2003 — May 2004
Agent and Registered Representative
51 Madison Ave, New York, NY 10010
Responsible for the growth, retention and expansion of a portfolio of over 220 clients. (AUM - $45 Million)
Developed relationships as a trusted advisor and utilized different investment a...
Jun 1997 — Mar 2003
Partner
51 Madison Ave, New York, NY 10010
Managed New York Life’s largest sales office, as part of a team of five managers, which had over 175 financial
representatives, controlled more than $2.5 billion in assets and had premiums...
Mar 2000 — Jan 2003
Education
2005 — 2007
1993 — 1997
Occupations
Executive
Chief Executive Officer
Vice President
Corporate Executive
Chief Executive
Skills
Alternative Investments
Wealth Management
Portfolio Management
Strategic Financial Planning
Capital Markets
Financial Modeling
Due Diligence
Banking
Investments
Bloomberg
Credit
Finance
Fixed Income
Asset Allocation
Equities
Financial Markets
Budgets