Ian Millman Email & Phone Number
Partner | Wealth Manager @ Kingsview Partners
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Ian Millman Location
- Melville, NY, US
Ian Millman Work
- Partner | Wealth Manager @ (January 2019 - Present)
- Vice President-Investments, PIM Portfolio Manager @ (May 2012 - January 2019)
- Vice President and Portfolio Manager @ (February 2007 - May 2012)
- Senior Financial Advisor @ (January 1999 - January 2007)
Ian Millman Education
- University 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
- Securities
- Mutual Funds
- Portfolio Management
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 @ University 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.
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