private advisor managing director at rockefeller capital management@ Rockefeller Capital Management
New York, New York, United States
Clifton Fink
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Haverford College
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FlashIntel GPTClifton Fink is a highly experienced professional with 15.3 years of work experience in retirement plan consulting, wealth management services, and financial analysis. Based in the United States, he maintains his 7, 63, 65, Life, Health & Annuity licenses. Clifton has worked at Rockefeller Capital Management as a Private Advisor and Managing Director, as well as at Morgan Stanley as a First Vice President and Wealth Advisor. With a strong background in finance and general management, Clifton brings valuable expertise to his roles.
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Emails and Phone Numbers
About
Cliff maintains his 7, 63, 65, Life, Health & Annuity licenses. NMLS # 1255390
Work Experience
private advisor managing director at rockefeller capital management
Financial Services
Clifton Fink's Professional Milestones
- First Vice President, Wealth Advisor (2008-08-01~2019-08-01): Implemented strategic wealth management initiatives, optimizing portfolio performance and increasing financial stability.
- Vice President: Implemented strategic initiatives to drive company growth and maximize profit potential.
Education
History,
Bachelors,
Bachelor Of Arts
Skill
Retirement Plan Consulting
Wealth Management Services
Financial Analysis
Certification
Colleagues
Kyle Ottney
Owner
Jonathan Eisenberg
Counsel To The Chief Executive Officer
Brendan Welter
Chief Information Security Officer | Chief Data Officer
Brian Nelson, CFA
Chief Information Officer
Joe Ferlisi
Managing Director | Chief Information Officer
Other Named Clifton Fink
Frequently asked questions
We found 1 Clifton Fink's email addresses
We found 2 Clifton Fink's phone numbers
Clifton Fink's social media include: Linkedin,
Clifton Fink works for Rockefeller Capital Management
Clifton Fink's role in Rockefeller Capital Management is private advisor managing director at rockefeller capital management
Clifton Fink works in the industry of Financial Services
Clifton Fink's colleagues are Kyle Ottney,Jonathan Eisenberg,Brendan Welter
Clifton Fink's latest job experience is private advisor managing director at rockefeller capital management at Rockefeller Capital Management
Clifton Fink's latest education in Haverford College
