Benjamin Portnoy's Location
California, United States
Benjamin Portnoy's Work
- Senior Relationship Manager @ Merrill Lynch
- Senior Financial Analyst @ Merrill Lynch
- Financial Advisor @ Merrill Lynch
- Vice President @ Merrill Lynch
- Portfolio Management Associate @ Morgan Stanley
- Assistant Vice President @ Davis Skaggs Investment Management
Benjamin Portnoy's Education
- University of California, Davis
Bachelor of Science (B.S.) (Economics, Exercise Physiology)
1993 - 1998
Benjamin Portnoy's Skills
- Investments
- Portfolios
- Wealth Management
- Financial Planning
- Fixed Income
- Retirement Planning
- Portfolio Management
- Series 7
- Financial Advisory
- Mutual Funds
Benjamin Portnoy's Summary
Benjamin Portnoy, based in California, United States, is currently a Senior Relationship Manager at Merrill Lynch, bringing experience from previous roles at Merrill Lynch, Merrill Lynch Inc and Morgan Stanley Smith Barney. Benjamin Portnoy holds a 1993 - 1998 Bachelor of Science (B.S.) in Economics, Exercise Physiology @ University of California, Davis. With a robust skill set that includes Investments, Portfolios, Wealth Management, Financial Planning, Fixed Income and more, Benjamin Portnoy contributes valuable insights to the industry. Benjamin Portnoy has 2 emails on RocketReach.
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