Richard Conklin's Location
Saddle River, NJ, US
Richard Conklin's Work
- Managing Director and Portfolio Manager @ Bank of America
- Senior Portfolio Manager and Trader @ J.P. Morgan
Richard Conklin's Education
- Dominican University New York
B.S. Accounting (Economics)
1995 - 1997 - Bergen Community College
(Liberal Arts)
- Dominican University New York
Bachelor degree (Accounting and Economics)
Richard Conklin's Skills
- Series 7
- Wealth Management
- Investments
- Series 63
- Mutual Funds
- Alternative Investments
- Fixed Income
- Asset Allocation
- Marketing Strategy
- Asset Managment
Richard Conklin's Summary
Richard Conklin, based in Saddle River, NJ, US, is currently a Managing Director and Portfolio Manager at Bank of America Private Bank, bringing experience from previous roles at J.P. Morgan Private Bank. Richard Conklin holds a 1995 - 1997 B.S. Accounting in Economics @ Dominican University New York. With a robust skill set that includes Series 7, Wealth Management, Investments, Series 63, Mutual Funds and more, Richard Conklin contributes valuable insights to the industry. Richard Conklin has 1 email on RocketReach.
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