If you searched Superstar Sourcing for VP Financial Services (with 3 additional requirements) on January 3, 2026 you'd find 383 great candidates

This sample report shows what our sourcing engine surfaces for this search. Preview the top 30 matches below.

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Candidate Profiles

30 of 383
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M**** E****

VP, Wealth Planner

Atlanta, Georgia, United States 18 years

This candidate is an excellent match, holding VP level experience within financial services, focusing heavily on retirement planning and asset management. Fidelity → TIAA → Fidelity VP Wealth Planner, MBA Finance. Excellent.

LinkedIn Email Phone

Work Experience

Fidelity Investments
VP, Wealth Planner · 3 years 10 months
Fidelity Investments
Financial Consultant · 1 year 4 months
Mutual of America
Account Executive/Pension Consultant · 2 years 5 months
Fidelity Investments
Account Executive · 5 years 1 month
+ 1 more positions

Qualification Criteria 5 met, 1 not

Location
Retirement planning
Portfolio management
Financial services industry
Independent practice experience
Vice President Financial Services

Skills & Expertise

financial services financial management financial planning asset management retirement planning financial risk risk management estate planning wealth management retirement management planning +8 more
100%

S*** H****

Vice President Sr. Wealth Consultant, AEP®, CFP® at Charles Schwab

Atlanta, Georgia, United States 28 years 9 months

This candidate is currently a VP/Sr. Wealth Consultant with CFP and AEP designations, demonstrating long tenure in wealth management, which covers portfolio management and retirement planning, and is located centrally. VP at Charles Schwab → Wealth Manager at USAA → Sr. Private Wealth Advisor at Ronald Blue Trust. Excellent.

LinkedIn Email Phone

Work Experience

Ronald Blue Trust
Sr. Private Wealth Advisor, CFP® · 18 years 6 months
Charles Schwab
Vice President Sr. Wealth Consultant, AEP®, CFP® · 4 years 4 months
USAA Wealth Management
Wealth Manager, CFP® · 4 years 10 months
Charles Schwab
VP Financial Consultant, CFP® · 1 year 4 months

Qualification Criteria 5 met, 1 not

Location
Retirement planning
Portfolio management
Financial services industry
Independent practice experience
Vice President Financial Services
95%

S**** T****

Financial Advisor

Alpharetta, Georgia, United States 34 years 10 months

This senior professional has served as a Vice President at a major wealth management firm and explicitly mentions Certified Portfolio Manager status. Merrill Sr FA/VP → Consulting → Zais Director → Merrill Sr Consultant. Strong.

LinkedIn Email Phone

Work Experience

Merrill Lynch
Senior Financial Consultant · 7 years 4 months
Sound View Consulting LLC
Manager/Principal · 1 year 10 months
BKF Asset Management / John A. Levin & Co.
Senior Vice President · 10 years 2 months
Zais Group, LLC
Managing Director · 2 years 5 months
+ 2 more positions

Qualification Criteria 4 met, 1 not

Location
Retirement planning
Portfolio management
Financial services industry
Independent practice experience
Vice President Financial Services

Skills & Expertise

director
95%

E**** L****

Senior Vice President - Portfolio Management Director, Financial Advisor at Morgan Stanley

Atlanta, Georgia, United States 40 years 3 months

This candidate is a current Senior VP and Portfolio Management Director with extensive experience across major firms. Senior VP at Morgan Stanley (Portfolio Mgmt Dir) → VP at Merrill Lynch → VP at SunTrust. Excellent.

LinkedIn Email Phone

Work Experience

SunTrust
Private Banking, Vice President · 16 years 4 months
Morgan Stanley
Senior Vice President - Portfolio Management Director, Financial Advisor · 9 years 10 months
Merrill Lynch
Wealth Management Advisor, Vice President · 14 years 2 months

Qualification Criteria 4 met, 2 not

Location
Retirement planning
Portfolio management
Financial services industry
Independent practice experience
Vice President Financial Services

Skills & Expertise

management director security strategy html insurance llc banking wealth management portfolio management social media life insurance +3 more
95%

M**** L****

Partner and Senior Financial Advisor at FPL Financial Strategies of NEST Capital

Atlanta, Georgia, United States 40 years

This candidate is a Partner and Senior Financial Advisor specializing in income/retirement planning, demonstrating independent practice capability within a financial services context, aligning very closely with job requirements, though the title isn't strictly VP. Advisor/Partner at WFAFN, focusing on retirement/income strategies. Excellent.

LinkedIn Email Phone

Work Experience

FPL Financial Strategies of NEST Capital
Partner and Senior Financial Advisor · 18 years 9 months
Morgan Stanley Smith Barney
VP · 13 years 10 months
UBS Financial Services
VP and Area Sales Manager · 7 years 8 months

Qualification Criteria 5 met

Location
Retirement planning
Portfolio management
Financial services industry
Independent practice experience
Vice President Financial Services

Skills & Expertise

llc risk retirement education investors va insurance sales growth strategies sales manager
95%

T**** H****

President at Asset Preservation Advisors

Atlanta, Georgia, United States 21 years 10 months

This candidate is a President and consistently held Vice President/Portfolio Manager roles utilizing portfolio management skills in financial services within the desired location. Asset Preservation Advisors (President/VP, PM) → Municipal Portfolio Managers (VP, PM). Excellent.

LinkedIn Email Phone

Work Experience

Asset Preservation Advisors
President · 4 years 2 months
Municipal Portfolio Managers
Vice President/ Portfolio Manager · 11 years 11 months
Asset Preservation Advisors
Vice President, Portfolio Manager · 5 years 10 months

Qualification Criteria 5 met, 1 not

Location
Retirement planning
Portfolio management
Financial services industry
Independent practice experience
Vice President Financial Services

Skills & Expertise

tax brokerage management investors portfolio management
95%

J*** L****

CFP®, Senior Vice President - Wealth Management, Portfolio Management Director, Financial Advisor at Morgan Stanley | California Insurance License #OD90091

Atlanta, Georgia, United States 32 years 5 months

This candidate is a strong fit with senior title, explicit portfolio management and retirement planning services mentioned, and is in the right location. CFP®, Senior Vice President - Wealth Management, Portfolio Management Director, FA at Morgan Stanley → focusing on wealth maximization, transitions like retirement. Excellent.

LinkedIn Email Phone

Work Experience

Smith Barney
Senior Vice President - Investments · 8 years 3 months
Morgan Stanley Dean Witter
Senior Vice President - Investments · 8 years 3 months
Morgan Stanley
Senior Vice President - Wealth Management, Financial Advisor · 16 years 1 month

Qualification Criteria 5 met

Location
Retirement planning
Portfolio management
Financial services industry
Independent practice experience
Vice President Financial Services

Skills & Expertise

retirement proactive education management planning insurance investments investors llc banking security strategy +8 more
95%

A**** C****

Financial Advisor, Senior Wealth Manager at Bluerock Wealth Management

Atlanta, Georgia, United States 19 years 8 months

Strong background as a wealth manager and former CIO, covering portfolio management and retirement planning, and is located in the target area. Career: Financial Advisor/CIO (RIA) → Senior Wealth Manager at Bluerock Wealth Management, CFP/EA, UF summa cum laude. Excellent.

LinkedIn Email Phone

Work Experience

North Broward Hospital District
Summer Intern · 3 months
Bluerock Wealth Management LLC
Senior Wealth Manager · 1 year 7 months
Palisades Hudson Financial Group LLC
Client Service Associate · 3 years 11 months
Dept. of Finance, University of Florida
Teaching Assistant · 2 years
+ 3 more positions

Qualification Criteria 5 met

Location
Retirement planning
Portfolio management
Financial services industry
Independent practice experience
Vice President Financial Services

Skills & Expertise

high net worth individuals wealth management financial planning business administration asset allocation investment management due diligence tax planning insurance planning retirement planning cash flow small business +8 more
95%

J**** K**

Vice President - Banker, J.P. Morgan Private Bank

Atlanta, Georgia, United States 15 years 1 month

This individual is a current VP at a major Private Bank with strong focus on retirement planning and investment advice. Ex-BofA Private Bank → Current VP at JPM Private Bank, explicitly mentions retirement planning focus. Excellent.

LinkedIn Email Phone

Work Experience

Bank of America
Business Banker · 2 years 2 months
J.P. Morgan
Vice President - Private Client Advisor at J.P. Morgan · 1 year 7 months
Bank of America Private Bank
Senior Vice President, Private Client Advisor
Merrill Lynch
Financial Advisor · 2 years
+ 2 more positions

Qualification Criteria 5 met, 1 not

Location
Retirement planning
Portfolio management
Financial services industry
Independent practice experience
Vice President Financial Services

Skills & Expertise

retirement planning strategy expenses responsible p commercial loans deposits sales banking management +8 more
95%

H**** P****

Senior Investment Advisor at PNC Private Bank

Atlanta, Georgia, United States 26 years 1 month

This candidate has direct experience as a VP and Portfolio Manager managing substantial HNW assets in wealth/private banking settings, meeting almost all core competencies. Senior Advisor/VP formerly at SunTrust managing $1.2B portfolios → PNC Wealth Management, 26 years experience. Excellent.

LinkedIn Email Phone

Work Experience

SunTrust Bank
Portfolio Manager / Vice President · 6 years 1 month
PNC Wealth Management
Senior Investment Advisor / Vice President · 11 years 3 months
Wachovia Wealth Management
Trust and Investment Advisor / Vice President · 4 years 1 month
Bank of America (Private Bank)
Portfolio Manager · 4 years 11 months

Qualification Criteria 4 met, 1 not

Location
Retirement planning
Portfolio management
Financial services industry
Independent practice experience
Vice President Financial Services

Skills & Expertise

management trusts iras foundations risk strategy less tax securities analysis consulting investment management +3 more
95%

D**** B****

President / CEO Bales Financial Group

Atlanta, Georgia, United States 15 years 3 months

Strong fit, currently running his own wealth management firm after experience in insurance and mutual funds, covering both retirement planning and financial services, located only 0.0 miles/within the required range. State Farm advisor → FCA Director → Bales Financial Group CEO/President. Strong.

LinkedIn Email Phone

Work Experience

Bales Financial Group, Inc.
President & CEO · 15 years 4 months

Qualification Criteria 6 met

Location
Retirement planning
Portfolio management
Financial services industry
Independent practice experience
Vice President Financial Services

Skills & Expertise

retirement planning insurance health stocks director management financial services retirement planning mutual funds wealth management
95%

J**** M****

Vice President, Wealth Management Advisor, Senior Portfolio Advisor

Atlanta, Georgia, United States 16 years 10 months

This candidate is a VP and Senior Portfolio Advisor explicitly mentioning retirement planning and working extensively with wealth management strategies, which covers portfolio management. VP, Wealth Management Advisor, Senior Portfolio Advisor @ Merrill, focus on retirement planning, wealth management strategies. Excellent.

LinkedIn Email Phone

Work Experience

Merrill Lynch Wealth Management
Wealth Management Advisor, Vice President

Qualification Criteria 5 met, 1 not

Location
Retirement planning
Portfolio management
Financial services industry
Independent practice experience
Vice President Financial Services

Skills & Expertise

long term care certified financial planner decision making wealth management retirement planning estate planning succession planning balance sheet cash management tax accounting financial planning planning +8 more
95%

M*** H****

Founder of CPC Advisors

Atlanta, Georgia, United States 50 years 10 months

Strong match as this individual is a financial advisor running an independent practice, recognized nationally, and likely handles portfolio/retirement planning, although the title isn't strictly 'VP'. Founder of CPC Advisors (since 1975) → Raymond James Council Member; CFP, Registered Principal. Excellent.

LinkedIn Email Phone

Work Experience

CPC Advisors
Founder · 50 years

Qualification Criteria 5 met

Location
Retirement planning
Portfolio management
Financial services industry
Independent practice experience
Vice President Financial Services

Skills & Expertise

operations c planning avid photography peachtree securities finra production client service financial services financial planning +2 more
95%

A*** W****

Vice President, Merrill Lynch Private Wealth

Atlanta, Georgia, United States 20 years 10 months

Strong background in private wealth management with VP level titles and clear portfolio/planning work. Merrill Lynch → J.P. Morgan → GenSpring. Strong.

LinkedIn Email Phone

Work Experience

Merrill Lynch
Senior Vice President
Merrill Lynch
Assistant Vice President
J.P. Morgan
Banker
GEORGE M. HILLER COMPANIES, LLC
Investment Analyst
+ 1 more positions

Qualification Criteria 5 met, 1 not

Location
Retirement planning
Portfolio management
Financial services industry
Independent practice experience
Vice President Financial Services

Skills & Expertise

planning banking modeling risk compensation strategy estate planning asset allocation private equity business development
95%

C**** L****

President at Lassiter Financial Advisors, LLC

Marietta, Georgia, United States 52 years 10 months

Excellent fit as President of an RIA focusing on fiduciary wealth management, portfolio selection, financial planning, and retirement goals, explicitly mentioning independent fee-only practice. President at Lassiter Financial Advisors (current) providing wealth management/financial planning. Excellent.

LinkedIn Email Phone

Work Experience

BellSouth Interactive Media Services, Inc.
Director - Strategic Planning & Development · 2 years
BellSouth Enterprises, Inc.
Director - Strategic Planning & Development · 7 years
Southern Bell Telephone Company
Various Titles · 13 years 7 months
BellSouth Entertainment
Director of Business Operations · 2 years
+ 4 more positions

Qualification Criteria 6 met

Location
Retirement planning
Portfolio management
Financial services industry
Independent practice experience
Vice President Financial Services

Skills & Expertise

wealth management investment management financial planning analysis services strategic planning business operations strategic management financial advisory market development wealth management services certified financial planner management +8 more
95%

L** H****

Vice President, Investments | Financial Advisor | Alex Brown, a Division of Raymond James

Atlanta, Georgia, United States 32 years 8 months

Excellent fit as this person holds a VP title, is a Financial Advisor (implying independent client management), and explicitly lists Retirement Planning as a focus area. Raymond James → VP, Investments/FA, 32+ years. Excellent.

LinkedIn Email Phone

Work Experience

Bear Stearns
Financial Advisor · 2 years 3 months
Raymond James
Vice President, Investments · 4 years 9 months
Morgan Stanley
Financial Advisor, Chartered Retirement Plans Specialist℠ · 25 years 11 months

Qualification Criteria 6 met

Location
Retirement planning
Portfolio management
Financial services industry
Independent practice experience
Vice President Financial Services

Skills & Expertise

trading retirement planning management bonds investments p less investors securities tax regulations +5 more
95%

M*** F****

Senior Vice President, Wealth Management Advisor

Atlanta, Georgia, United States 28 years

Strong fit for a senior VP wealth management role with deep financial planning expertise. Merrill Lynch Wealth Management (VP) → CFP/CRPC/CPFA certified, 28 years experience in wealth management, Atlanta location. Strong.

LinkedIn Email Phone

Work Experience

Merrill Lynch Wealth Management
Wealth Management Advisor, Senior Vice President · 27 years 11 months

Qualification Criteria 5 met, 1 not

Location
Retirement planning
Portfolio management
Financial services industry
Independent practice experience
Vice President Financial Services

Skills & Expertise

wealth management retirement planning financial planning management retirement planning education mba running coaching volunteering leadership +3 more
95%

J** H****

First Vice President / Financial Advisor at Morgan Stanley

Atlanta, Georgia, United States 42 years 9 months

Excellent fit with a high-level title, deep experience in wealth management, and specific mention of retirement planning. First Vice President → Financial Advisor at Morgan Stanley, focused on wealth management, executives, and retirement planning. Excellent.

LinkedIn Email Phone

Work Experience

Morgan Stanley
First Vice President / Financial Advisor · 42 years 10 months

Qualification Criteria 5 met, 1 not

Location
Retirement planning
Portfolio management
Financial services industry
Independent practice experience
Vice President Financial Services

Skills & Expertise

management monetization hedging risk planning retirement insurance tax llc reserves law communications +8 more
95%

A**** M***

Fee Only, Independent Financial Planner serving Professionals and Retirees

Atlanta, Georgia, United States 24 years 10 months

This candidate runs an independent firm focused on financial planning for retirees, strongly hitting the independent practice and retirement planning nexus, though the VP title isn't prominent in the recent description. Mesa Financial Group, LLC (Independent) → CFP practice. Excellent.

LinkedIn Email Phone

Work Experience

Buckingham Strategic Wealth
Wealth Advisor · 1 year 10 months
Mesa Financial Group, LLC
President and CEO · 24 years 11 months

Qualification Criteria 4 met, 1 not

Location
Retirement planning
Portfolio management
Financial services industry
Independent practice experience
Vice President Financial Services

Skills & Expertise

clarity discipline llc planning brokerage insurance philosophy risk research compliance responsible management +5 more
90%

N**** P****

VP & Chief Investment Strategist at Capital Management Advisors

Marietta, Georgia, United States 19 years 11 months

This candidate is a VP/Chief Investment Strategist at an RIA managing client portfolios, which strongly aligns with the requirements, though independent practice status is implied rather than explicit. Current VP & CIO at RIA, managing client assets/portfolios for 19+ years. Strong.

LinkedIn Email Phone

Work Experience

Capital Management Advisors
Vice President & Chief Investment Strategist · 19 years 10 months
Consolidated Capital Management
President · 19 years 10 months
Capital Management Advisors
Chief Compliance Officer · 19 years 10 months

Qualification Criteria 5 met

Location
Retirement planning
Portfolio management
Financial services industry
Independent practice experience
Vice President Financial Services

Skills & Expertise

real estate investment p less capital management securities consulting stocks bonds etfs trusts partnerships +3 more
90%

C**** P****

Adding immediate tax savings for people who have 5mm and above in investable assets.

Atlanta, Georgia, United States 29 years 10 months

Excellent fit focusing on advisory/planning services for HNW individuals, which covers portfolio management and retirement planning, and the candidate runs their own firm, satisfying the independent practice aspect. Co-Founder at Catalyst Apollon → Managing Partner at Catalyst Wealth Management (16 years); CFP & RIA. Excellent.

LinkedIn Email Phone

Work Experience

Catalyst Tax Management
Managing Director · 21 years 11 months
The Johnson Financial Group
Partner · 5 years 6 months
Ariba
Practice Manager · 2 years
Catalyst Apollon
Co-Founder · 2 years 7 months
+ 2 more positions

Qualification Criteria 5 met, 1 not

Location
Retirement planning
Portfolio management
Financial services industry
Independent practice experience
Vice President Financial Services

Skills & Expertise

tax consulting management corporations health planning director retirement analysis securities capital finra +5 more
90%

M**** O****

Retirement Strategies Consultant

Alpharetta, Georgia, United States 31 years 7 months

Strong background in financial services with VP titles supporting retirement planning needs. Career: Pacific Life → WorthMark Financial Services → Equitable Distributors → FSC, CFP, CPA. Strong.

LinkedIn Email Phone

Work Experience

WorthMark Financial Services
VP, Advanced Resources · 5 years
Financial Service Corporation (FSC)
First Vice President, Financial Service Corporation · 6 years
Pacific Life Insurance Company
Senior Retirement Strategies Group Consultant · 19 years 8 months
Equitable Distributors
VP, Advanced Marketing, Continuing Education · 1 year

Qualification Criteria 4 met, 2 not

Location
Retirement planning
Portfolio management
Financial services industry
Independent practice experience
Vice President Financial Services

Skills & Expertise

retirement marketing education continuing education
90%

L*** R****

First Vice President, Alternative Investments Director, Financial Advisor at Morgan Stanley Wealth Management

Atlanta, Georgia, United States 8 years 8 months

This candidate is a First VP with specific focus on portfolio construction, management, and retirement solutions, operating in a high-level advisory capacity within the financial services industry in Atlanta. Morgan Stanley Wealth Management (First VP). Excellent.

LinkedIn Email Phone

Work Experience

Morgan Stanley
First Vice President, Financial Advisor, Alternative Investments Director · 8 years 9 months

Qualification Criteria 5 met, 1 not

Location
Retirement planning
Portfolio management
Financial services industry
Independent practice experience
Vice President Financial Services

Skills & Expertise

investments director construction management tax planning risk retirement education liability security strategy +8 more
90%

A*** L**

Regional Vice President at Mercer Advisors

Atlanta, Georgia, United States 20 years 5 months

This candidate is a current VP at a wealth management firm showing strong experience in planning and client management that aligns well with the role. Mercer Advisors → TD Ameritrade, 20 years experience, focus on high net worth clients and investment road maps. Strong.

LinkedIn Email Phone

Work Experience

Mercer Advisors
Regional Vice President
TD Ameritrade
Senior Financial Consultant
Morgan Stanley
Financial Advisor
C.H. Robinson
Broker
+ 1 more positions

Qualification Criteria 5 met, 1 not

Location
Retirement planning
Portfolio management
Financial services industry
Independent practice experience
Vice President Financial Services

Skills & Expertise

road planning adjustments education retirement certified financial planner retirement planning
90%

A**** C****

Chief Executive Officer and Founding Partner at Balentine | Author of First Generation Wealth | Vice Chair of Wealth Management Vertical, YPO Global Financial Services Network

Atlanta, Georgia, United States 26 years

This candidate is a CEO/Founding Partner of a wealth management firm in Atlanta, likely overseeing all aspects including portfolio management and planning, fitting the seniority and location required. Wilmington Trust → Balentine CEO, CFA, wealth management focus. Excellent.

LinkedIn Email Phone

Work Experience

Balentine
Partner and Chief Investment Officer · 8 years 7 months
Wilmington Trust
Senior Vice President and Chief Investment Strategist · 4 years 4 months
First Generation Wealth: Three Guiding Principles
Author
Schroders
Director, Deputy Head of Quantitative Equity Products · 5 years 10 months
+ 1 more positions

Qualification Criteria 6 met

Location
Retirement planning
Portfolio management
Financial services industry
Independent practice experience
Vice President Financial Services

Skills & Expertise

management strategy director macroeconomics econometrics finance africa investments teaching capital less stories +4 more
90%

T**** W***

Managing Partner of Buckhead Wealth Management, LLC

Atlanta, Georgia, United States 23 years 2 months

This candidate is a strong fit, operating a wealth management practice as a Managing Partner and explicitly listing portfolio management experience, though the VP title isn't current. Managing Partner/President at Buckhead Wealth Mgmt (17y 8m) → Global Wealth Mgmt at Morgan Stanley (5y 8m). Strong.

LinkedIn Email Phone

Work Experience

Morgan Stanley
Global Wealth Management · 5 years 8 months
Buckhead Wealth Management
President/Wealth Advisor · 17 years 8 months

Qualification Criteria 4 met, 1 not

Location
Retirement planning
Portfolio management
Financial services industry
Independent practice experience
Vice President Financial Services

Skills & Expertise

securities finra va management design debt evaluation wealth management portfolio management fixed income
90%

S**** K****

Behavioral Financial Advisor™, CERTIFIED FINANCIAL PLANNER™

Alpharetta, Georgia, United States 34 years 1 month

This candidate is a founder/CEO who is a CFP with over 30 years experience explicitly mentioning retirement planning and being a Behavioral Financial Advisor, strongly implying portfolio management in an independent practice setting. Kilpatrick Advisors Founder/CEO, CFP, CPA (former). Excellent.

LinkedIn Email Phone

Work Experience

Catarineau & Givens, P.A.
Staff Accountant Tax and Audit · 10 months
Thomson Brock Luger & Co. CPAs
Certified Public Accountant · 1 year
Baird
First Vice President - Investments · 3 years 11 months
Prudential Securities
First Vice President - Investments · 4 years 8 months
+ 2 more positions

Qualification Criteria 5 met

Location
Retirement planning
Portfolio management
Financial services industry
Independent practice experience
Vice President Financial Services

Skills & Expertise

cpa retirement planning design securities finra marketing copying distribution transmission word auditing +8 more
90%

E*** G****

Senior Vice President, Private Wealth Advisor at Rockefeller Capital Management

Atlanta, Georgia, United States 6 years 10 months

This candidate presents as a highly credentialed VP working with retirement and investment strategy within a major firm. VP title achieved, handles retirement planning and uses CIMA/DCIC for investment advice. Rockefeller Capital Management → Merrill Lynch, CFP(R), CIMA(R), DCIC. Strong.

LinkedIn Email Phone

Work Experience

Rockefeller Capital Management
Senior Vice President, Private Wealth Advisor

Qualification Criteria 5 met, 1 not

Location
Retirement planning
Portfolio management
Financial services industry
Independent practice experience
Vice President Financial Services

Skills & Expertise

investment strategies investment management defined contribution investment advisory certified financial planner retirement analysis c p management finance
90%

P** W****

SVP - Senior Pension Consultant

Atlanta, Georgia, United States 27 years 11 months

The title Senior Pension Consultant strongly covers the retirement planning aspect, combined with a VP level, wealth management skills, and proximity, making this a very strong fit. CBIZ Retirement Plan Services → SVP/Senior Pension Consultant, 27 years experience. Excellent.

LinkedIn Email Phone

Work Experience

CBIZ Retirement Plan Services
SVP · 27 years 11 months

Qualification Criteria 6 met

Location
Retirement planning
Portfolio management
Financial services industry
Independent practice experience
Vice President Financial Services

Skills & Expertise

retirement management wealth management
90%

P*** J****

Managing Vice President at Palisades Hudson Financial Group

Atlanta, Georgia, United States 23 years 3 months

Excellent fit for VP level and portfolio management, located correctly, and has deep experience overseeing assets and investment strategy; independent practice is not explicitly confirmed. Palisades Hudson MVp/CIO → started in NY office, 23 years duration, NYU Stern. Excellent.

LinkedIn Email Phone

Work Experience

Palisades Hudson Financial Group
Managing Vice President · 23 years 2 months

Qualification Criteria 4 met, 2 not

Location
Retirement planning
Portfolio management
Financial services industry
Independent practice experience
Vice President Financial Services

Skills & Expertise

hudson strategy management client service portfolio management due diligence
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