Lloyd Sacks Email & Phone Number
Managing Director - Portfolio Manager @ Peapack Private Bank & Trust
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Lloyd Sacks Location
- New York, NY, US
Lloyd Sacks Work
- 2022 -now Managing Director - Portfolio Manager @
- 2025 -now Arbitrator @
- 2018 -2022 Managing Director- Private Client Group @
- 2014 -2018 Associate @
Lloyd Sacks Education
- Fairleigh Dickinson University Silberman College of Business
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
- Portfolio Management
- Microsoft Excel
- Public Speaking
- Retirement Planning
- Asset Management
- Insurance
- Strategic Planning
- Estate Planning
- Financial Analysis
- Financial Reporting
- Financial Planning
- Investments
- Wealth Management
- Financial Advisory
- Finance
- Training
- Team Leadership
- Management
- Leadership
- Estate Tax Planning
- Tableau
- Tableau Online
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 Silberman College of Business. With a robust skill set that includes Business Development, Modern Portfolio Theory, Analytical Skills, Data Analysis, Account Management and more. Lloyd Sacks has 2 emails and 1 mobile phone numbers on RocketReach.
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