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 @ (January 1997 - January 1999)
Warren Posner Education
- Washington University in St. Louis
BS (Economics)
1982-1986 - NYU Stern School of Business
MBA (Marketing)
1992
Warren Posner Skills
- Alternative Investments
- Asset Allocation
- Cross-functional Team Leadership
- Customer Relations
- Customer Service
- ETFs
- FINRA
- Financial Advisory
- Financial Analysis
- Financial Services
- Fixed Annuities
- Insurance
- Investment Advisory
- Investment Management
- Investment Strategies
- Investments
- Leadership
- Leadership Development
- Management
- Mutual Funds
- Operations Management
- Product Management
- Program Management
- Relationship Management
- Retirement
- Retirement Planning
- Securities
- Separately Managed Accounts
- Series 24
- Series 63
- Series 65
- Series 7
- Strategy
- Team Building
- Trading
- Uniform Combined State Law
- Wealth Management
- Research
- Cross Functional Team Leadership
- Business Development
- Social Media
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 1982 - 1986 BS in Economics @ Washington University in St. Louis. With a robust skill set that includes Alternative Investments, Asset Allocation, Cross-functional Team Leadership, Customer Relations, Customer Service and more. Warren Posner has 2 emails and 5 mobile phone numbers on RocketReach.
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