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
- 2021 -now National Sales Director @
- 2018 -2021 Director of National Accounts @
- 2017 -2017 Principal @ WIP Advisory
- 2015 -2017 SVP, Complex Product Management @
- 2015 -2015 Internal Sales Manager @
- 2013 -2015 Principal @ WIP Advisory and rpmAUM
- 2007 -2012 Executive Director @
- 2005 -2007 Senior Vice President, Director of Investment Products @
- 2002 -2005 Director @
- 1999 -2002 Senior Vice President @ Kemper Funds
- 1997 -1999 Vice President @
Warren Posner Education
- New York University - Leonard N. Stern School of Business 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 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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