Ira Katz Email & Phone Number
Managing Director @ The Choice Group Wealth Management
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Ira Katz Location
- New York, NY, US
Ira Katz Work
- Managing Director @ (April 2017 - Present)
- Senior Vice President @ (March 2006 - April 2017)
- Financial Advisor @ (December 1999 - March 2006)
Ira Katz Education
- University of the Pacific
Bachelor's degree (Political Science and Government)
1998-2000
Ira Katz Skills
- Portfolio Management
- Financial Services
- Financial Reporting
- Financial Planning
- Retirement Planning
- 401(k) Retirement Savings Plans
- Retirement Income Strategies
- Income Protection
Ira Katz Summary
- Ira Katz, based in New York, NY, US, is currently a Managing Director at The Choice Group Wealth Management. Ira Katz brings experience from previous roles at Merrill Lynch and SMITH BARNEY. Ira Katz holds a 1998 - 2000 Bachelor's degree in Political Science and Government @ University of the Pacific. With a robust skill set that includes Portfolio Management, Financial Services, Financial Reporting, Financial Planning, Retirement Planning and more. Ira Katz has 2 mobile phone numbers on RocketReach.
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