Enterprise Account Executive @ (April 2019 - March 2022)
Sr. Client Relationship Executive @ (January 2017 - April 2019)
Eastern Regional Sales Director @ (September 2015 - December 2016)
New York Metro Regional Sales Director @ (May 2010 - September 2015)
Internal Wholesaler and Sales Desk Manager @ (January 2007 - May 2010)
Investment Associate @ (October 2003 - December 2006)
Financial Advisor Trainee @ (July 2000 - October 2003)
Anthony Birch Education
Saint John's University - Peter J. Tobin College of Business
Finance (Finance, General)
1996-2000
Anthony Birch Skills
Asset Management
Equities
Fixed Income
Series 7
Client Relations
Client Services
Client Development
Portfolio Management
Social Media
Research
Marketing
Anthony Birch Summary
Anthony Birch, based in New York, NY, US, is currently a Director, Emerging East Customer Relationship Management at TriNet. Anthony Birch brings experience from previous roles at TriNet, Abner, Herrman & Brock LLC and The Roosevelt Investment Group, Inc.. Anthony Birch holds a 1996 - 2000 Finance in Finance, General @ Saint John's University - Peter J. Tobin College of Business. With a robust skill set that includes Asset Management, Equities, Fixed Income, Series 7, Client Relations and more. Anthony Birch has 7 emails and 7 mobile phone numbers on RocketReach.
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