Ian Millman Email & Phone Number

Partner | Wealth Manager @ Kingsview Partners

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Ian Millman Location

Melville, NY, US

Ian Millman Work

2019 - now Partner | Wealth Manager @ Kingsview Partners
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2012 - 2019 Vice President-Investments, PIM Portfolio Manager @ Wells Fargo
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2007 - 2012 Vice President and Portfolio Manager @ Merrill Lynch
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1999 - 2007 Senior Financial Advisor @ Morgan Stanley
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Ian Millman Education

State University of New York at Albany
Bachelor of Arts (B.A.) (Business)
2002 - 2006
WT Clarke High School
1988 - 1992

Ian Millman Skills

Alternative Investments
Equities
Financial Advisory

Investment Strategies
Valuation
Financial Risk
Finance
Fixed Income
Asset Allocation
Retirement Planning

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Ian Millman Summary

Ian Millman, based in Melville, NY, US, is currently a Partner | Wealth Manager at Kingsview Partners. Ian Millman brings experience from previous roles at Wells Fargo Advisors, Merrill Lynch and Morgan Stanley. Ian Millman holds a 2002 - 2006 Bachelor of Arts (B.A.) in Business @ State University of New York at Albany. With a robust skill set that includes Alternative Investments, Equities, Financial Advisory, Investment Strategies, Valuation and more. Ian Millman has 2 emails and 1 mobile phone numbers on RocketReach.

Ian Millman Emails

Found 2 emails

Ian Millman Phone Numbers

Found 2 phone numbers

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