Client Relationship Manager @ (June 2024 - May 2025)
Client Relationship Manager @ (January 2020 - March 2024)
Financial Advisor @ (September 2015 - August 2019)
Financial Advisor @ (May 2007 - August 2015)
Operations Manager @ (April 2009 - February 2015)
Trader @ (July 2000 - April 2006)
Marni Handel Education
Emory University
Bachelor of Arts - BA (History)
Marni Handel Skills
Customer Relationship Management (CRM)
Options
FINRA
Investments
Series 7
Trading
Alternative Investments
Electronic Trading
Hedge Funds
Series 63
Securities
Trading Systems
Equities
Bonds
Fixed Income
Management
Marni Handel Summary
Marni Handel, based in Westport, CT, US, is currently a Vice President, Wealth Advisory and Client Experience at The Herbst Group. Marni Handel brings experience from previous roles at The Herbst Group, Trivium Point Advisory, Merit Financial Advisors and Merrill Lynch. Marni Handel holds a Bachelor of Arts - BA in History @ Emory University. With a robust skill set that includes Customer Relationship Management (CRM), Options, FINRA, Investments, Series 7 and more. Marni Handel has 2 emails on RocketReach.
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