Brian Slater

Role
Harmony Wealth Management
Location
Palmyra, NJ, US
LinkedIn followers
500 followers

About Brian Slater

Contact info: 90••••••72 b••••••••@gmail.com

Experience

  1. Harmony Wealth Management

    Present

Skills

  • Sales
  • Financial Modeling
  • Zephyr Style Advisor
  • Finance
  • Bloomberg
  • Financial Planning
  • Moxy
  • Qube
  • Asset Managment
  • Salesforce
  • Analysis
  • Axys
  • Business Development
  • Financial Analysis
  • Wealth Management
  • Advent
  • Portfolio Management
  • Investment Strategies
  • Redblack
  • Relationship Building
  • Investments
  • Asset Allocation
  • Mutual Funds
  • Risk Management

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Brian Slater — Harmony Wealth Management in Palmyra, NJ, US | Unifers