Ron Portell has been working as a Senior Vice President in Transparentbusiness since 2018. Furthermore, the professional has an employment history at more than five companies using similar skills. Ron has a total work experience of 16+ years. Ron Portell studied at the Missouri Valley College from 1980 to 1983. This expert received the following certifications: Chartered Advisor In Philanthropy®, Cap®, Series 7, 9, 10, 63 & 65 Licensure, and Certified Income Specialist (Cis). San Francisco, California is the place where this professional currently lives. You can search for Ron's email address and number. We can also provide you with exhaustive contact information upon request.
Name variants:
Ronnie Portell,
Ronny Portell
Last updated Jun 16, 2024
Contact Information
Last Update
Jun 27, 2022
Email
ro**@gmail.com, ro**@mssb.com
Location
San Francisco, CA
Company
Workplace
Colleagues
Work History
Senior Vice President
228 Park Ave south, New York, NY 10016
Feb 2018 — Sep 2019
Managing Director
123 Main St, San Francisco, CA 94105
We provide targeted introductions to firms raising capital and serve a bespoke group of investors looking to place it. Working seamlessly across our network, we track, synthesize, and utiliz...
from Feb 2018
Co-Founder and Managing Director
16100 Swingley Ridge Rd SUITE 240, Chesterfield, MO 63017
Dec 2012 — Feb 2018
Financial Advisor and First Vice President
1585 Broadway, New York, NY 10003
Partnership that managed client investments with $100K budget
Recruited with clean compliance record and reputation of leadership and ethics in marketplace
Created & marketed a Multiple E...
Nov 2008 — Dec 2012
Financial Advisor and First Vice President
New York, NY
Serviced client base with $60M to $70M in assets and generated $800K in revenue
Offered products and services to clients in proprietary, fee-based discretionary investment models
Managed ...
2003 — 2008
Education
1980 — 1983
Occupations
Executive
Chief Executive Officer
Senior Vice President
Accountant
Finance and Accounting Specialist
Investor
Corporate Executive
Chief Executive
Vice President
Accounting Bookkeeper
Bookkeeper
Skills
Pensions
Saving For Education
Retirement Income Strategies
Global Asset Management
Retirement Planning
Wealth Management Services
Portfolio Management
Endowments
Asset Allocation
Tactical Asset Allocation
Wealth Management
Investment Policy Statements
Uniform Combined State Law
Finra
Strategic Financial Planning
Risk Analysis
Risk Assessment
Securities
Asset Management
Endowment Funds
401K Rollovers
Retirement
Series 65
Comprehensive Wealth Management
Series 7
Venture Philanthropy
Philanthropy