Registered Investment Advisor @ (April 2024 - September 2026)
Senior Investment Advisor @ Brite Advisors USA, Inc. (January 2019 - June 2024)
Senior Investment Advisor @ Brite Advisors USA, Inc. (January 2015 - December 2018)
Senior Investment Advisor @ (October 2010 - January 2015)
Client Retention @ (May 2009 - September 2010)
Damien Hanly Education
University of South Florida
BA
2003-2008
West Virginia University 2002-2003
Damien Hanly Skills
Financial Planning
Mutual Funds
Investment Management
Portfolio Management
Savings
Alternative Investments
Investment Strategies
Insurance
Income Protection
Financial Analysis
Retirement Planning
Investments
SIPP
Financial Planners
Strategic Financial Planning
Life Insurance
Acsi
Estate Planning
Finance
Asset Management
Wealth Management Services
Strategic Planning
Wealth
Financial Services
Customer Retention
Cefa
Financial Advisory
Wealth Management
High Net Worth Individuals
Bonds
Banking
Asset Allocation
Retirement
Pensions
Inheritance Tax Planning
QROPS
Investment Advisory
Damien Hanly Summary
Damien Hanly, based in Philadelphia, PA, US, is currently a Senior Partner at Rosefinch Investment Advisors, Inc at Rosefinch Investment Advisors, Inc.. Damien Hanly brings experience from previous roles at Beacon Global Advisor Network, Brite Advisors USA, Inc. and deVere Group. Damien Hanly holds a 2003 - 2008 BA @ University of South Florida. With a robust skill set that includes Financial Planning, Mutual Funds, Investment Management, Portfolio Management, Savings and more. Damien Hanly has 2 emails and 1 mobile phone numbers on RocketReach.
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