John Walzer Email & Phone Number
Wealth Management Advisor @ TIAA
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John Walzer Location
- Tuckahoe, NY, US
John Walzer Work
- Wealth Management Advisor @ (November 2017 - Present)
- Financial Consultant @ (August 2015 - October 2017)
- Investor Center Investments Representative @ (October 2013 - August 2015)
- Equity Sales Trader @ (September 2012 - July 2013)
- Director and Equity Sales Trader @ (March 2010 - January 2012)
- Equity Sales Trader @ (January 2007 - January 2010)
John Walzer Education
- Fairfield University Dolan School of Business
Post Baccalaureate Cerificate (Financial Planning)
2016-2017 - Hobart and William Smith Colleges
Bachelor of Arts (BA)
1985-1990 - Fordham Prep 1981-1985
- FBI Citizens Academy 2021
John Walzer Skills
- Alternative Investments
- Asset Management
- Bloomberg
- Business Communications
- Business Strategy
- Capital Markets
- Derivatives
- ETFs
- Electronic Trading
- Equities
- Equity Derivatives
- Equity Research
- Equity Trading
- FINRA
- Financial Analysis
- Fixed Income
- Hedge Funds
- Hold Series 7
- Investment Banking
- Investments
- Options
- Proprietary Trading
- Retirement Planning
- Securities
- Series 24
- Series 63
- Series 65
- Series 7
- Trading
- Trading Systems
- Valuation
- series 55
John Walzer Summary
- John Walzer, based in Tuckahoe, NY, US, is currently a Wealth Management Advisor at TIAA. John Walzer brings experience from previous roles at Fidelity Investments, ITG and Guggenheim Partners. John Walzer holds a 2016 - 2017 Post Baccalaureate Cerificate in Financial Planning @ Fairfield University Dolan School of Business. With a robust skill set that includes Alternative Investments, Asset Management, Bloomberg, Business Communications, Business Strategy and more. John Walzer has 1 emails and 2 mobile phone numbers on RocketReach.
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