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Donald Conrad Location
Hauppauge, NY, US
Donald Conrad Work
1998 -now President and CEO @
1993 -1997 Senior VP- Consumer Retail @
1987 -1993 Sr. Vice President @ Shearson Lehman Hutton
1982 -1987 Sr. Vice President @ E. F. Hutton & Co.
Donald Conrad Education
The Collective
(Percussion)
2004-2005
Donald Conrad Skills
Registered Financial Advisor
FIDUCIARY
Private Wealth Management
401(k) Retirement Savings Plans
Hedge Fund
SMA
Alternative Investments
Retirement Advisory
Portfolio Construction
Defined-contribution pension accounts
Asset Management
Certified Senior Advisor
Investment Management
Asset Allocation
Investment Strategies
Portfolio Management
Retirement Planning
Employee Benefit Plans
Strategic Financial Planning
Stocks
ETFs
REIT
Variable Annuity
Mutual Funds
Financial Advisory
Bond
Options
Commodity
Insurance
Broker
Concierge Financial Services
Independent financial professional
Retail
Sales
Business Analysis
Defined Contribution Pension Accounts
401K Retirement Savings Plans
Customer Service
Business Strategy
Marketing Strategy
401 Retirement Savings Plans
Donald Conrad Summary
Donald Conrad, based in Hauppauge, NY, US, is currently a President and CEO at Conrad Capital Mangement. Donald Conrad brings experience from previous roles at PaineWebber, Shearson Lehman Hutton and E. F. Hutton & Co.. Donald Conrad holds a 2004 - 2005 The Collective. With a robust skill set that includes Registered Financial Advisor, FIDUCIARY, Private Wealth Management, 401(k) Retirement Savings Plans, Hedge Fund and more. Donald Conrad has 2 emails and 2 mobile phone numbers on RocketReach.
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