Portfolio Manager

Vanderbilt Financial Group, Woodbury, NY

As Needed- Calls/ Video/ In Person Conferences with Clients / Advisors. Monthly Maintain CPR Models (Barrister, Mechling, Carillon) – iRebal. Series 7, 6, 66 or 24 licenses, or willingness to acquire. Full Service Retail Broker- Dealer & Advisory Firm located in Woodbury, NY seeks an energetic and detail oriented Portfolio Manager/ Chief Investment Officer....

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