Maurice Whittaker
Sr. Client Relationship Manager at Stansberry Asset Management
- Role
- Senior Client Relationship Manager at Stansberry Asset Management
- Location
- San Francisco, CA, US
- LinkedIn followers
- 500 followers
Customer/Client ServiceView LinkedIn profile
Experience
Senior Client Relationship Manager
Jan 2023 — Present · US
Education
Elliott School of International Affairs
BA, International Affairs
1999 — 2003
Investment Banking Institute
Accounting and Finance
Skills
- Fixed Income Analysis
- Equity Trading
- Financial Analysis
- Investments
- Capital Markets
- Series 7
- Equity Research
- Portfolio Management
- Asset Management
- Investment Management
- Financial Modeling
- Finance
- Economics
- Hedge Funds
- Alternative Investments
- Strategic Financial Planning
- Wealth Management
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