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Asset Management Vice President
Asset Management Vice President
New mentor!
Member since 2025
About the mentor

I am currently a Regional Supervisory Officer (compliance) and Financial Advisor at B. Riley Wealth Management. 

I have experience in all aspects of the brokerage business from Receptionist, Support Staff, Operations and Administration to Regional Management. 

I specialize in training and developing employees to maximize their potential and to keep them up to date on all new regulations and processes.

Expertise
  • Risk Management
What is WSO Academy?

Intense 12-week program to dramatically improve your odds at landing a high finance offer.

  • Lifetime access to exclusive networking resources and support community to help you land interviews.
  • 300+ hours of courses to train and polish your skills to help ace your interviews.
  • Direct calendar access to our most helpful 120+ Head Mentors.
Why Anonymous?

Some of our mentors are forced to be anonymous due to firm policies or personal preference. Anonymity allows us to i) source the best mentors from the top companies in the world ii) allows them to be honest and give you amazing insight into the industry and firms.

Frequently Asked Questions

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12 week program to dramatically improve your odds of landing a high finance job offer