Ted Panagiotopoulos
Regional Vice President and Shareholder at Mercer Advisors
- Role
- Vice President at Mercer Advisors
- Location
- Miami-Fort Lauderdale, FL, US
- LinkedIn followers
- 500 followers
About Ted Panagiotopoulos
Accomplished financial services executive with extensive expertise in retail distribution…
Experience
Vice President
Mar 2024 — Present · FL, US
Vice President at Mercer Advisors, a leading Wealth Management firm that focuses on delivering highly integrated family wealth office services to high net worth families, individuals and organizations.
Education
Suffolk University - Sawyer Business School
Bachelor of Science - BS, Business Administration and Management, General
1986 — 1990
Skills
- Mutual Funds
- Asset Allocation
- Insurance
- Risk Management
- Asset Management
- Sales Management
- Portfolio Management
- Strategic Planning
- Relationship Management
- New Business Development
- Sales
- Financial Analysis
- Customer Service
- Series 7
- Process Improvement
- Business Development
- Underwriting
- Team Building
- Marketing Strategy
- Project Management
- Mortgage Lending
- Retirement Planning
- Series 63
- Banking
- Investments
Find verified contacts for anyone on LinkedIn
Unifers gives sales teams verified emails and direct dials, enriched profiles, and outreach that lands in the inbox.
Free plan included · No credit card required
This profile is compiled from publicly available professional sources. Unifers is not affiliated with or endorsed by LinkedIn. Request removal of this profile.