Lloyd Sacks Email & Phone Number
Managing Director - Portfolio Manager @ Peapack Private Bank & Trust
5 free lookup(s).
No credit card required.
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 4 emails and 1 mobile phone numbers on RocketReach.
5 free lookup(s).
No credit card required.
If you need more lookups,
subscriptions start at $34 USD/month.
Looking for a different Lloyd Sacks?
Find contact details for 700 million professionals.
Others Named Lloyd Sacks
Lloyd Sacks
Managing Partner
United States
Top Peapack Private Bank & Trust Employees
Diane Conboy
Market President
New York, NY, US
Hamilton Silva
Managing Director
Bedminster Township, NJ, US
Frank Cavallaro
Chief Financial Officer
New York, NY, US
Doug Kennedy
President and Chief Executive Officer
Mountain Lakes, NJ, US
Gregory Smith
President of Commercial Banking
Medford, NJ, US
Kevin Runyon
Executive Vice President - Information Technology
Spring Lake, NJ, US
Eric Waser
Executive Vice President - Head of Investment Banking
New York, NY, US
Denise Pace-Sanders
SVP Managing Principal, Brand and Marketing Director
Flemington, NJ, US
Joseph Fingerman
President - Commercial Real Estate Lending
New York, NY, US
Brett Flynn
Managing Director
Red Bank, NJ, US
Mark Zingale
Chief Legal Officer
United States
Manal Abeskaron
Managing Director
Morristown, NJ, US
Michael Buczynski
Managing Director - Professional Service Team
New York, NY, US
Lorraine Quinlan
Managing Director
New York, NY, US
Vernon Cole
Managing Director, Wealth Advisor
Summit, NJ, US
George Malanga
Managing Director, Portfolio Manager
Morristown, NJ, US
How It Works
Get a Free Account
Sign up for a free account. No credit card required. Up to 5 free lookups. 
Search the #1 Contact Database
Get contact details of over 700M profiles across 60M companies - all with industry-leading accuracy. Sales and Recruiter users, try out our Email Finder Extension. 
Use our AI-Powered Email Finder
Find business and personal emails and mobile phone numbers with exclusive coverage across niche job titles, industries, and more for unparalleled targeting. Also available via our Contact Data API. 
G2 Crowd Trusted
300K+ Plugin Users
© 2026 RocketReach.co