Roger Healy
- Role
- International Wealth Manager at Creative Planning
- Location
- Princeton, NJ, US
- LinkedIn followers
- 500 followers
Finance & AccountingView LinkedIn profile
About Roger Healy
Please connect with me if you: Are a US Expat with who needs an advisor experienced…
Experience
International Wealth Manager
Oct 2020 — Present
Education
The Chartered Governance Institute UK & Ireland
Graduate, Law, Accountancy, Management
1993 — 1998
NYU Stern School of Business
MBA, Management, Leadership & Global Business
2009 — 2010
Skills
- Hedge Funds
- Family Business
- Investment Advisory
- Strategic Financial Planning
- Risk Management
- Alternative Investments
- Sales
- Financial Services
- Leadership
- Mutual Funds
- Wealth
- Banking
- New Business Development
- Litigation
- Policy
- Finance
- Financial Planning
- Asset Managment
- Estate Planning
- Asset Management
- Investments
- Securities
- Management
- Trust Management
- Asset Allocation
- Business Development
- Portfolio Management
- Wealth Management
- Relationship Management
- Strategic Planning
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