Warren Posner Location
Livingston, NJ, US
Warren Posner Work
- 2021 - now National Sales Director @ Patrick Capital Markets, LLC
- 2018 - 2021 Director of National Accounts @ Nelson Partners Student Housing
- 2017 - 2017 Principal @ WIP Advisory
- 2015 - 2017 SVP, Complex Product Management @ LPL Financial
- 2015 - 2015 Internal Sales Manager @ Lightstone
- 2013 - 2015 Principal @ WIP Advisory and rpmAUM
- 2007 - 2012 Executive Director @ Morgan Stanley
- 2005 - 2007 Senior Vice President, Director of Investment Products @ E-Logic Info Tech Ltd
- 2002 - 2005 Director @ Bank of America
- 1999 - 2002 Senior Vice President @ Kemper Funds
Warren Posner Education
- New York University - Leonard N. Stern School of Business1992
- 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
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 2 mobile phone numbers on RocketReach.
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Others Named Warren Posner
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Warren Posner
National Sales Director at Patrick Capital Markets, LLC
Livingston, NJ, US25+
Top Patrick Capital Markets, LLC Employees
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Warren Posner
National Sales Director at Patrick Capital Markets, LLC
Livingston, NJ, US25+ -
Dan Roebuck
Wholesaler at Patrick Capital Markets, LLC
Raleigh, NC, US2 -
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