Alan Sokol Email & Phone Number
Sr. Director- Investments @ Oppenheimer & Co. Inc.
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Alan Sokol Location
- Danbury, CT, US
Alan Sokol Work
- Sr. Director- Investments @ (July 2005 - Present)
- V P- Investments @ (December 1990 - December 2005)
Alan Sokol Education
- Pace University - Lubin School of Business 1981-1984
- Pace University
BBA (accounting)
1981-1984
Alan Sokol Skills
- Investments
- Investment Strategies
- Asset Allocation
- Fixed Income Strategies
- Retirement Savings
- Insurance
- Financial Advisory
- Multigenerational Wealth Transfer Strategies
- Risk Management Strategies
- Estate Investment Strategies
- Wealth Management Services
- 401(k) Rollovers
- Retirement Plan Consulting
- Wealth-Preservation Strategies
- Business-Succession Strategies
- Wealth Preservation Strategies
- Wealth Management
- Risk Management
- Project Management
- Leadership
- Retirement Plan
- Multigenerational
- Financial Analysis
- Business Succession Strategies
- Business Succession
- 401k Rollovers
- Customer Service
- Wealth Preservation
- Management
- Estate Investment
- 401 Rollovers
Alan Sokol Summary
- Alan Sokol, based in Danbury, CT, US, is currently a Sr. Director- Investments at Oppenheimer & Co. Inc.. Alan Sokol brings experience from previous roles at A.G. Edwards & Sons, Inc.. Alan Sokol holds a 1981 - 1984 Pace University - Lubin School of Business. With a robust skill set that includes Investments, Investment Strategies, Asset Allocation, Fixed Income Strategies, Retirement Savings and more. Alan Sokol has 1 emails and 5 mobile phone numbers on RocketReach.
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Alan Sokol
Sr. Director- Investments
Danbury, CT, US
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