Troy Sorel Email & Phone Number
Managing Director, Senior Wealth Advisor, Partner @ SlateStone Wealth, LLC
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Troy Sorel Location
- Fort Lauderdale, FL, US
Troy Sorel Work
- 2019 -now Managing Director, Senior Wealth Advisor, Partner @
- 2014 -2019 Investment Advisor Representative and Head of Business Development @ Emerald Asset Advisors
- 2010 -2014 Investment Advisor Representative @
Troy Sorel Education
- Florida State University - College of Business
Master of Business Administration (M.B.A.) (Finance)
2007-2008 - Florida State University - College of Business
Bachelor of Business Administration (B.B.A.)
2003-2007
Troy Sorel Skills
- Retirement Planning
- Wealth Management Services
- Asset Management
- Asset Allocation
- Networking
- Relationship Management
- Portfolio Management
- Finance
- Investment Portfolio
- Investments
- Investment Strategies
- Investment Management
- Institutional Investments
- Personal Finance
- Financial Services
- Financial Markets
- Financial Analysis
- Stock Market Analysis
- Business Development
- New Business Development
Troy Sorel Summary
- Troy Sorel, based in Fort Lauderdale, FL, US, is currently a Managing Director, Senior Wealth Advisor, Partner at SlateStone Wealth, LLC. Troy Sorel brings experience from previous roles at Emerald Asset Advisors and ING Financial Partners. Troy Sorel holds a 2007 - 2008 Master of Business Administration (M.B.A.) in Finance @ Florida State University - College of Business. With a robust skill set that includes Retirement Planning, Wealth Management Services, Asset Management, Asset Allocation, Networking and more. Troy Sorel has 1 emails and 1 mobile phone numbers on RocketReach.
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