Yoni Marom Email & Phone Number
Managing Director @ Raymond James
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Yoni Marom Location
- New York, NY, US
Yoni Marom Work
- 2021 - now Managing Director @
- 2013 - 2021 Financial Advisor @
- 2012 - 2013 Financial Advisor @
- 2009 - 2012 Regional Private Banker @
- 2009 - 2011 Licensed Financial Specialist @
- 2008 - 2008 Intern @
Yoni Marom Education
- Indiana University - Kelley School of Business
Bachelor of Science (Business; Finance)
Yoni Marom Skills
- Wealth Management
- Portfolio Management
- Financial Advisory
- Strategic Financial Planning
- High Net Worth Individuals
- Investments
- Fixed Annuities
- Finance
- Asset Allocation
- Insurance
- Mutual Funds
- Series 7
- Retirement Planning
- Securities
- Life Insurance
- Investment Management
Yoni Marom Summary
- Yoni Marom, based in New York, NY, US, is currently a Managing Director at Raymond James. Yoni Marom brings experience from previous roles at Citi, Wells Fargo Advisors, Wells Fargo Bank and Wachovia Bank. Yoni Marom holds a Bachelor of Science in Business; Finance @ Indiana University - Kelley School of Business. With a robust skill set that includes Wealth Management, Portfolio Management, Financial Advisory, Strategic Financial Planning, High Net Worth Individuals and more. Yoni Marom has 1 emails and 2 mobile phone numbers on RocketReach.
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Top Raymond James Employees
Tash Elwyn
President, Private Client Group, Raymond James Financial
Saint Petersburg, FL, US
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