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SRS81 View Drop Down
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Joined: Apr/21/2020
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Post Options Post Options   Thanks (0) Thanks(0)   Quote SRS81 Quote  Post ReplyReply Direct Link To This Post Topic: New Member
    Posted: Apr/21/2020 at 1:50pm
I'm new to the forum.  Worked in financial services for 17 years and starting an RIA later this year (late summer expected).  CFA, MBA, and Series 65.
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knuk View Drop Down
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Joined: May/20/2010
Location: Canada
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Post Options Post Options   Thanks (0) Thanks(0)   Quote knuk Quote  Post ReplyReply Direct Link To This Post Posted: Apr/21/2020 at 2:06pm
In first...!
Too much of anything is bad, but too much good whiskey is barely enough - Mark Twain
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gregsanberg View Drop Down
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Joined: Jun/19/2013
Location: NC
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Post Options Post Options   Thanks (0) Thanks(0)   Quote gregsanberg Quote  Post ReplyReply Direct Link To This Post Posted: Apr/21/2020 at 2:11pm
what roles have you held in financial services?
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