Warren Posner Email & Phone Number
National Sales Director @ Patrick Capital Markets, LLC
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Warren Posner Location
- Livingston, NJ, US
Warren Posner Work
- National Sales Director @ (June 2021 - Present)
- Director of National Accounts @ (April 2018 - June 2021)
- Principal @ WIP Advisory (February 2017 - November 2017)
- SVP, Complex Product Management @ (June 2015 - January 2017)
- Internal Sales Manager @ (February 2015 - June 2015)
- Principal @ WIP Advisory and rpmAUM (September 2013 - February 2015)
- Executive Director @ (September 2007 - September 2012)
- Senior Vice President, Director of Investment Products @ (January 2005 - January 2007)
- Director @ (January 2002 - January 2005)
- Senior Vice President @ Kemper Funds (January 1999 - January 2002)
- Vice President @
Warren Posner Education
- New York University - Leonard N. Stern School of Business
MBA (Marketing)
1992 - Washington University in St. Louis
BS (Economics)
1982-1986
Warren Posner Skills
- Customer Service
- Trading
- Series 63
- Fixed Annuities
- Financial Analysis
- Uniform Combined State Law
- Investments
- Relationship Management
- Investment Strategies
- Leadership Development
- Research
- Mutual Funds
- Financial Services
- Cross Functional Team Leadership
- Leadership
- Securities
- Business Development
- Series 7
- FINRA
- Insurance
- Social Media
- Retirement Planning
- Customer Relations
- Asset Allocation
- Program Management
- Investment Management
- Strategy
- Operations Management
- Series 65
- Series 24
- Alternative Investments
- Retirement
- Product Management
- Team Building
- ETFs
- Separately Managed Accounts
- Wealth Management
- Investment Advisory
- Financial Advisory
- Management
Warren Posner Summary
- Warren Posner, based in Livingston, NJ, US, is currently a National Sales Director at Patrick Capital Markets, LLC. Warren Posner brings experience from previous roles at Nelson Partners Student Housing, WIP Advisory, LPL Financial and Lightstone Capital Markets. Warren Posner holds a MBA in Marketing @ New York University - Leonard N. Stern School of Business. With a robust skill set that includes Customer Service, Trading, Series 63, Fixed Annuities, Financial Analysis and more. Warren Posner has 2 emails and 5 mobile phone numbers on RocketReach.
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