Oversee and manage the firm’s overall investment strategy and portfolio management. Ensure that client portfolios are optimized for performance and aligned with their financial goals, while managing risks effectively.
Provided by company| Date Posted | October 21, 2024 |
|---|---|
| Date Closes | November 20, 2024 |
| Located In | Punta Gorda, FL |
| Job Type | Full-time Employee |
| Compensation | Salary, Varies |
| Shift | Custom |
| SOC Category | 11-1021.00 General and Operations Managers |
| Zipcode | 33950 |
| Name | Gary Colbert |
|---|---|
| Address | 560 Belvedere Court |
| City, State and Zip | Punta Gorda, FL 33950 |
| Phone | (941) 479-1267 |
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