Hi, I'm a former broker, worked around the street for two decades, Bear Stearns (RIP), Lehman Brothers (RIP), Wedbush Securities, senior fancy titles, top production, $500+MM AUM, high net worth/institutional sales, 144k, venture services, etc..etc..gave up my book awhile ago after getting burned out of the transactional sell-side and decided to go into M&A work, b-school Haas. I am still FINRA licensed and have my 7 & 24. I'm interested in meeting other brokers to begin a healthy dialogue into perhaps building something together. My interest is primarily: wealth management services, private placements + I come with capital, experience for the right project.
I am looking for like-minded, entrepreneurial FINRA licensed individual(s) with experience, ideas, and capital to contribute.
Please be located in San Francisco or nearby in the Bay Area.
Please send me an email.
I am looking for like-minded, entrepreneurial FINRA licensed individual(s) with experience, ideas, and capital to contribute.
Please be located in San Francisco or nearby in the Bay Area.
Please send me an email.