John Grimley Email & Phone Number
Visionary Circle @ Entefy
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John Grimley Location
- King of Prussia, PA, US
John Grimley Work
- 2021 - now Independent Financial Advisor @
- 2019 - now Board Member @
- 2016 - now Visionary Circle @
- 2019 - 2021 Senior Wealth Manager @
- 2014 - 2019 Portfolio Manager @ Private Investor
- 2013 - 2014 Institutional Sales - Director of Capital Markets @
- 2012 - 2013 Institutional Equity Sales @
- 2008 - 2012 Managing Director @
- 2004 - 2008 Director - Equity Sales @ Citigroup
- 1999 - 2004 Vice President - Institutional Equity Sales and Investment Banking @
- 1997 - 1999 Investment Banking Analyst @ Alex. Brown and Sons
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 4 emails and 3 mobile phone numbers on RocketReach.
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