Jeff Frankos
Senior Vice President of Wealth Management at Raymond James
- Role
- Senior Vice President of Wealth Management at Raymond James
- Location
- San Francisco, CA, US
- LinkedIn followers
- 500 followers
Finance & AccountingView LinkedIn profile
About Jeff Frankos
Raymond James & Associates, Inc, Member New York Stock Exchange/SIPC. Please follow this…
Experience
Senior Vice President of Wealth Management
Feb 2022 — Present · San Francisco, CA, US
Skills
- Mutual Funds
- Asset Allocation
- Portfolio Management
- Bloomberg
- Equities
- Trading
- Investment Banking
- Investments
- Wealth Management
- Equity Trading
- Investment Strategies
- Alternative Investments
- Private Equity
- Series 63
- Asset Management
- Options
- Venture Capital
- Securities
- Mortgage Lending
- Investment Advisory
- Equity Research
- Capital Markets
- Series 7
- Hedge Funds
- Fixed Income
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