With work experience over 22 years, this person is nowadays working at Legend Advisory Corporation that is situated in None as a Key Accounts Manager and Independent Consultant. Mitchell received his education from 1978 to 1982 at the University of Massachusetts Amherst. Mitchell Weiser lives in Boynton Beach, Florida. To contact directly with Mitchell, you can search for their phone or email address or receive further information by requesting access to this professional's additional details on SoftwareOfficial.
Name variants:
Mitch Weiser
Last updated Jun 09, 2024
Contact Information
Last Update
Jul 3, 2022
Email
we**@yahoo.com
Location
Boynton Beach, FL
Company
Workplace
Colleagues
Work History
Key Accounts Manager and Independent Consultant
Florida
May 2010 — Aug 2011
Vice President- Regional Director
200 West St, New York, NY 10006
Worked within the firm's asset managment division responsible for distribution of the company's wealth management solutions. Served on the company's field advisory board.
Sep 1996 — Apr 2005
Education
1978 — 1982
Occupations
Executive
Chairperson
Sales Specialist
Account Service Manager
Independent Consultant
Accountant
Finance and Accounting Specialist
Chief Executive
Client Service Officer
Customer Service
Counselor
Advisor
Accounting Bookkeeper
Bookkeeper
Skills
Investments
Mutual Funds
Asset Management
Series 7
Asset Managment
Financial Services
Alternative Investments
Asset Allocation
Series 63
Portfolio Management
Equities
Financial Advisory
Securities
Fixed Income
Wealth Management
Management
Retirement Planning
Finra
Trading
Securities Regulation
Investment Strategies
Investment Advisory