John Walzer Email & Phone Number
Wealth Management Advisor @ TIAA
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John Walzer Location
- Tuckahoe, NY, US
John Walzer Work
- 2017 -now Wealth Management Advisor @
- 2015 -2017 Financial Consultant @
- 2013 -2015 Investor Center Investments Representative @
- 2012 -2013 Equity Sales Trader @
- 2010 -2012 Director and Equity Sales Trader @
- 2007 -2010 Equity Sales Trader @
- 2003 -2007 Director and Equity Sales Trader @
- 2000 -2002 Position Trader @ SG Cowen
- 1996 -2001 Capital Markets @ Herzog Heine and Geduld
- 1996 -2000 Trader @ Herzog, Heine, Geduld, Inc. (Merrill Lynch)
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
John Walzer Skills
- Alternative Investments
- Series 63
- Electronic Trading
- Fixed Income
- Retirement Planning
- Valuation
- Capital Markets
- Derivatives
- Hold Series 7
- Investments
- Bloomberg
- Series 55
- Equities
- Equity Research
- FINRA
- Securities
- Asset Management
- Proprietary Trading
- Financial Analysis
- Series 24
- Business Strategy
- Investment Banking
- Business Communications
- Trading Systems
- ETFs
- Trading
- Equity Derivatives
- Series 65
- Options
- Series 7
- Hedge Funds
- Equity Trading
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, Series 63, Electronic Trading, Fixed Income, Retirement Planning and more. John Walzer has 2 emails and 2 mobile phone numbers on RocketReach.
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