Manny Gonzalez
Client Service Lead
- Role
- Customer Service Lead at BNY Pershing
- Location
- Orlando, FL, US
- LinkedIn followers
- 500 followers
Customer/Client ServiceView LinkedIn profile
About Manny Gonzalez
With over 9 years of experience in portfolio analysis and management, I am a passionate…
Experience
Customer Service Lead
Jan 2024 — Present · Lake Mary, FL, US
Education
Colgate University
Physical Science and Education, Physical Sciences and Education
1991 — 1995
Dewitt Clinton HS
NYS regents HS diploma
1988 — 1991
Skills
- Mutual Funds
- Options
- Wealth Management
- Finance
- Series 7
- Investments
- Portfolio Management
- Equities
- Asset Allocation
- Securities
- Series 63
- Trading
- Investment Advisory
- Investment Strategies
- Retirement Planning
- Asset Management
- Financial Services
- Retirement
- 401k
- Fixed Income
- Alternative Investments
- Etfs
- Investment Management
- Financial Markets
- Bonds
- Derivatives
- Equity Trading
- Valuation
- Equity Research
- Electronic Trading
- Strategy
- Finra
- Financial Advisory
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