Cleo Kotis
Director of Office Services @Tocqueville Asset Management
New York, NY, US
EMAILS
c•••••@tocqueville.com
MOBILE NUMBERS
+16•••••••36
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WORK HISTORY
Jun 2015 — Present
Director of Office Services @Tocqueville Asset Management
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New York, NY, US
SKILLS
Wealth ManagementInvestment AdvisoryHold Series 7Mutual FundsSeries 65Equity ResearchAsset ManagementSeries 7EquitiesSeries 63Asset ManagmentValuationInvestmentsDue DiligenceHedge FundsMergersSeries 6Series 24Alternative InvestmentsBloombergMergers & Acquisitions
ABOUT CLEO KOTIS
Financial industry professional with over 20 years’ experience across multiple departments and dealing with a variety of products. Hands on team member who enjoys a challenge.
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