Roger Healy Email & Phone Number
Partner | International Wealth Manager @ Thun Financial Advisors
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Roger Healy Location
- Princeton, NJ, US
Roger Healy Work
- 2020 -now Partner | International Wealth Manager @
- 2011 -now Adjunct Professor, Family Business Management @
- 2020 -2022 International Wealth Manager @
- 2018 -2020 Principal @ Hibernian Financial Planning, LLC
- 2016 -2020 Global Family Enterprise Adviser @ Global Family Advisers, LLC
- 2012 -2015 National Sales Manager @
- 2007 -2012 Consultant @ Consultant
- 2006 -2007 Head of Private Trust @
- 2005 -2006 Project Manager - Litigation @
- 2004 -2005 Director Policy and Procedures @
- 2000 -2005 Manager, Wealth Protection Solutions @
- 1999 -2000 Trust Specialist @
- 1994 -1999 Trust Adminsitrator @
Roger Healy Education
- NYU Stern School of Business
MBA (Management, Leadership & Global Business)
2009-2010 - The Chartered Governance Institute UK & Ireland
Graduate (Law, Accountancy, Management)
1993-1998 - Cistercian College Roscrea 1984-1989
Roger Healy Skills
- Wealth
- Policy
- Alternative Investments
- Strategic Financial Planning
- Portfolio Management
- Business Development
- Financial Services
- Mutual Funds
- Leadership
- Relationship Management
- New Business Development
- Asset Allocation
- Teaching
- Banking
- Financial Planning
- Asset Management
- Investments
- Sales
- Hedge Funds
- Trust Management
- Finance
- Training
- Management
- Securities
- Litigation
- Estate Planning
- Wealth Management
- Strategic Planning
- Irish
- Asset Managment
- Risk Management
- Family Business
- Integration
- Investment Advisory
- Services
- Retirement Planning
- Private Equity
- Investment Management
Roger Healy Summary
- Roger Healy, based in Princeton, NJ, US, is currently a Partner | International Wealth Manager at Creative Planning International. Roger Healy brings experience from previous roles at NYU Stern School of Business, Creative Planning International, Hibernian Financial Planning, LLC and Global Family Advisers, LLC. Roger Healy holds a 2009 - 2010 MBA in Management, Leadership & Global Business @ NYU Stern School of Business. With a robust skill set that includes Wealth, Policy, Alternative Investments, Strategic Financial Planning, Portfolio Management and more. Roger Healy has 2 emails and 1 mobile phone numbers on RocketReach.
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Roger Healy
Partner | International Wealth Manager
Princeton, NJ, US
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