Alan Henry Email & Phone Number
Senior Vice President - Portfolio Manager @ RBC Wealth Management
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Alan Henry Location
- Dallas, TX, US
Alan Henry Work
- 2012 -now Senior Vice President - Portfolio Manager @
- 2003 -2012 Financial Advisor and Portfolio Manager @
- 2002 -2003 Research Analyst @ Trinity Advisors
- 2000 -2002 Marketing Analyst @ Smart Travel, LLC
Alan Henry Education
- University of Richmond
Bachelor of Science in Business Administration (Marketing)
1996-2000
Alan Henry Skills
- Series 7
- Asset Allocation
- Loans
- Wealth Management
- Investments
- Portfolio Management
- Series 63
- Investment Advisory
- Equities
- Retirement
- Equity Research
- Trading
- 401k
- Investment Strategies
- Alternative Investments
- Services
- Financial Analysis
- Sales
- Financial Services
- Microsoft Office
- Business Analysis
Alan Henry Summary
- Alan Henry, based in Dallas, TX, US, is currently a Senior Vice President - Portfolio Manager at RBC Wealth Management. Alan Henry brings experience from previous roles at Morgan Stanley Smith Barney, Trinity Advisors and Smart Travel, LLC. Alan Henry holds a 1996 - 2000 Bachelor of Science in Business Administration in Marketing @ University of Richmond. With a robust skill set that includes Series 7, Asset Allocation, Loans, Wealth Management, Investments and more. Alan Henry has 3 emails and 2 mobile phone numbers on RocketReach.
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