Brad Lipsig Email & Phone Number
Managing Director, Senior Portfolio Manager @ Wells Fargo Advisors
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Brad Lipsig Location
- Boca Raton, FL, US
Brad Lipsig Work
- 2024 -now Managing Director, Senior Portfolio Manager @
- 2007 -2024 Senior Vice President - Wealth Management, Financial Advisor, Senior Portfolio Manager @
- 1995 -2007 Financial Advisor @
Brad Lipsig Education
- University of Maryland
B.A. (Psychology)
1987-1991
Brad Lipsig Skills
- Financial Reporting
- Portfolio Management
- Marketing
- Business Development
- Customer Service
- Retirement Planning
- Investment Strategies
- Financial Markets
- Credit Analysis
- Brokerage
- Derivatives
- Bloomberg
Brad Lipsig Summary
- Brad Lipsig, based in Boca Raton, FL, US, is currently a Managing Director, Senior Portfolio Manager at Wells Fargo Advisors. Brad Lipsig brings experience from previous roles at UBS and Smith Barney. Brad Lipsig holds a 1987 - 1991 B.A. in Psychology @ University of Maryland. With a robust skill set that includes Financial Reporting, Portfolio Management, Marketing, Business Development, Customer Service and more. Brad Lipsig has 3 emails on RocketReach.
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