John Grimley Email & Phone Number
Visionary Circle @ Entefy
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John Grimley Location
- King of Prussia, PA, US
John Grimley Work
- Independent Financial Advisor @ (June 2021 - Present)
- Board Member @ (March 2019 - Present)
- Visionary Circle @ (March 2016 - Present)
- Senior Wealth Manager @ (February 2019 - June 2021)
- Portfolio Manager @ Private Investor (July 2014 - February 2019)
- Institutional Sales - Director of Capital Markets @ (September 2013 - July 2014)
- Institutional Equity Sales @ (August 2012 - September 2013)
- Managing Director @ (January 2008 - September 2012)
- Director - Equity Sales @ Citigroup (January 2004 - January 2008)
- Vice President - Institutional Equity Sales and Investment Banking @ (July 1999 - January 2004)
- Investment Banking Analyst @ Alex. Brown and Sons (June 1997 - July 1999)
John Grimley Education
- Brown University
Bachelor of Arts (OBM)
1993-1997 - Malvern Prep 1989-1993
- St. Dots
John Grimley Skills
- Equities
- Hedge Funds
- Series 7
- Capital Markets
- Equity Research
- Bloomberg
- Investments
- Portfolio Management
- Investment Banking
- Series 63
- Valuation
- Financial Modeling
- Fixed Income
- Alternative Investments
- Securities
- Asset Managment
- Private Equity
- Equity Valuation
- Trading
- Financial Analysis
- Mutual Funds
- Equity Capital Markets
- Investment Strategies
- Equity Trading
- Venture Capital
- Investment Advisory
- Investment Management
- Due Diligence
- Private Placements
- Relationship Management
- Financial Markets
- ETFs
- Asset Allocation
- FINRA
- Asset Management
- Institutional
- Marketing
- Customer Service
- Research
John Grimley Summary
- John Grimley, based in King of Prussia, PA, US, is currently a Visionary Circle at Entefy. John Grimley brings experience from previous roles at Independence Square Advisors, YoCierge, BNY Mellon Wealth Management and Private Investor. John Grimley holds a 1993 - 1997 Bachelor of Arts in OBM @ Brown University. With a robust skill set that includes Equities, Hedge Funds, Series 7, Capital Markets, Equity Research and more. John Grimley has 3 emails and 4 mobile phone numbers on RocketReach.
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