Lloyd Sacks Email & Phone Number

Managing Director - Portfolio Manager @ Peapack Private Investment Banking

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Lloyd Sacks Location

New York, NY, US

Lloyd Sacks Work

2022 - now Managing Director - Portfolio Manager @ Peapack Private Investment Banking
View Department
2025 - now Arbitrator @ FINRA (Financial Industry Regulatory Authority)
2018 - 2022 Managing Director- Private Client Group @ Sacks & Associates Wealth Management

2014 - 2018 Associate @ Sacks & Associates Wealth Management

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Lloyd Sacks Education

Fairleigh Dickinson University
Certificate of Financial Planning (Financial Planning and Services)
2016 - 2018
College for Financial Planning
CFP® Certification Professional Education Coursework
2016 - 2018
Misericordia University
Bachelor of Science (BS) (Finance, Business Administration)

Lloyd Sacks Skills

Business Development
Modern Portfolio Theory
Analytical Skills

Data Analysis
Account Management
Investing
Fixed Income Trading
Fixed Income Portfolio Management
Financial Modeling
Manager Selection

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Lloyd Sacks Summary

Lloyd Sacks, based in New York, NY, US, is currently a Managing Director - Portfolio Manager at Peapack Private Bank & Trust. Lloyd Sacks brings experience from previous roles at FINRA and Sacks & Associates Wealth Management. Lloyd Sacks holds a 2016 - 2018 Certificate of Financial Planning in Financial Planning and Services @ Fairleigh Dickinson University. With a robust skill set that includes Business Development, Modern Portfolio Theory, Analytical Skills, Data Analysis, Account Management and more. Lloyd Sacks has 3 emails and 1 mobile phone numbers on RocketReach.

Lloyd Sacks Emails

Found 3 emails

Lloyd Sacks Phone Numbers

Found 1 phone numbers

908692XXXX

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