Cepa Alan B. Zinkin Email & Phone Number
Vice President, Private Client Services @ Sequoia Financial Group
Cepa Alan B. Zinkin's Location
Miami, FL, US
Cepa Alan B. Zinkin's Work
- Vice President, Private Client Services @ Sequoia Financial Group
- Managing Director @ Tudor Advisors LLC
- Founding Partner and Investment Committee Member @ Social Venture Partners Miami
- Senior Director @ BNY Mellon Wealth Management
- Managing Member @ Longrun Acquisitions LLC
- Regional Vice President of Business Development @ Fisher Investments
- Founder and Managing Member @ Marathon Asset Management
- Head of Product Design and Engineering and Product Manager for Separate Account Wealth Management @ USAA
- VP, Strategic Business Development @ ManagerLink.com / gTranz.com / QRex.com
- Senior Manager @ KPMG Peat Marwick Consulting
Cepa Alan B. Zinkin's Education
- The University of Chicago Booth School of Business
MBA (Finance & Marketing)
- The Wharton School
BBA (Finance)
- University of Pennsylvania
BA (Economics)
Cepa Alan B. Zinkin's Skills
- Alternative Investments
- Financial Advisory
- Series 63
- Consulting
- Values Based Investing
- Growth Strategies
- Social Impact Investing
- Growth Strategy Consulting
- Fixed Income
- Executive Management
Cepa Alan B. Zinkin's Summary
Cepa Alan B. Zinkin, based in Miami, FL, US, is currently a Vice President, Private Client Services at Sequoia Financial Group, bringing experience from previous roles at Tudor Advisors LLC, Social Venture Partners Miami, BNY Mellon Wealth Management and Longrun Acquisitions LLC. Cepa Alan B. Zinkin holds a MBA in Finance & Marketing @ The University of Chicago Booth School of Business. With a robust skill set that includes Alternative Investments, Financial Advisory, Series 63, Consulting, Values Based Investing and more, Cepa Alan B. Zinkin contributes valuable insights to the industry. Cepa Alan B. Zinkin has 5 emails and 3 mobile phone numbers on RocketReach.
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