Lee Rawiszer Email & Phone Number
Managing Partner @ Trivium Point Advisory
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Lee Rawiszer Location
- Westport, CT, US
Lee Rawiszer Work
- Senior Wealth Advisor @ (August 2026 - Present)
- Managing Partner @ (May 2003 - Present)
- Financial Advisor and Insurance Broker @ 1717 Capital Management (March 1986 - May 2003)
- Financial Advisor and Insurance Broker @ NY Life Insurance Co. (June 1979 - March 1986)
Lee Rawiszer Education
- Manhattanville University
BA (Economics)
1975-1979
Lee Rawiszer Skills
- Finance
- Investments
- Retirement Planning
- Wealth Management
- Asset Managment
- Asset Management
- Equities
- Estate Planning
- Portfolio Management
- Securities
- Financial Advisory
- Asset Allocation
- Investment Advisory
- Mutual Funds
- Insurance
- Valuation
- Hedge Funds
- Financial Services
- Strategic Financial Planning
- 401k
- Alternative Investments
- Investment Management
- Fixed Annuities
- Fixed Income
- Retirement
- Investment Strategies
- Financial Planning
- Management
- Accounting
- Series 7
- Series 63
Lee Rawiszer Summary
- Lee Rawiszer, based in Westport, CT, US, is currently a Managing Partner at Trivium Point. Lee Rawiszer brings experience from previous roles at Trivium Point, 1717 Capital Management and NY Life Insurance Co.. Lee Rawiszer holds a 1975 - 1979 BA in Economics @ Manhattanville University. With a robust skill set that includes Finance, Investments, Retirement Planning, Wealth Management, Asset Managment and more. Lee Rawiszer has 2 emails and 3 mobile phone numbers on RocketReach.
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