R.F. Lafferty & Co., Inc
Greater New York City Area
Sr. Account Executive @ Newbridge Securities Corporation From October 2016 to March 2017 (6 months) Senior Vice President @ Maxim Group Managed 125 institutional and retail accounts. Assisted in bringing in investment banking business to the firm. Built solid relationships with third party broker dealers to facilitate placement of future investment banking deals. From April 2005 to...
Sr. Account Executive @ Newbridge Securities Corporation From October 2016 to March 2017 (6 months) Senior Vice President @ Maxim Group Managed 125 institutional and retail accounts. Assisted in bringing in investment banking business to the firm. Built solid relationships with third party broker dealers to facilitate placement of future investment banking deals. From April 2005 to November 2012 (7 years 8 months) New York, New YorkSenior Vice President @ Earlybird Capital Oversaw and managed client investment accounts during difficult market conditions. Continued to prospect new clients during a challenging market environment. Maintained investor confidence through constant communication. Utilized market weakening strategies to develop stronger investment portfolios. Successfully moved client accounts to newly restructured investment firm. From 2002 to 2005 (3 years) New York, New YorkSenior Vice President @ GKN Securities Managed $20 Million for over 300 institutional and individual investors. Compiled investment banking proposals for emerging market companies. Solicited new business plans in anticipation of conversion to publicly traded company. From 1991 to 1999 (8 years) New York, NYSenior Vice President @ R.F. Lafferty & Co., Inc New York, New York, United StatesSenior Vice President @ JH Darbie And Company From March 2017 to June 2020 (3 years 4 months) Greater New York City Area
Newbridge Securities Corporation
Sr. Account Executive
October 2016 to March 2017
Maxim Group
Senior Vice President
April 2005 to November 2012
New York, New York
Earlybird Capital
Senior Vice President
2002 to 2005
New York, New York
GKN Securities
Senior Vice President
1991 to 1999
New York, NY
R.F. Lafferty & Co., Inc
Senior Vice President
New York, New York, United States
JH Darbie And Company
Senior Vice President
March 2017 to June 2020
Greater New York City Area
What company does Alan Weiss work for?
Alan Weiss works for Newbridge Securities Corporation
What is Alan Weiss's role at Newbridge Securities Corporation?
Alan Weiss is Sr. Account Executive
What industry does Alan Weiss work in?
Alan Weiss works in the Financial Services industry.
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