![Rich Spinner](data:image/svg+xml,<svg xmlns="http://www.w3.org/2000/svg" width="16" height="16" fill="%231b1b1b" class="bi bi-person-fill" viewBox="0 0 16 16"><path d="M3 14s-1 0-1-1 1-4 6-4 6 3 6 4-1 1-1 1zm5-6a3 3 0 1 0 0-6 3 3 0 0 0 0 6"/></svg>)
Profilo
Mr. Richard S.
Spinner is a Senior Financial Advisor at Edge Wealth Management LLC.
He has over 20 years of institutional bond sales experience.
Mr. Spinner was previously employed as a Vice President by Salomon Smith Barney, Inc. and an Associate Director by Sandler O'Neill & Partners Corp.
He also served on the board at Deutsche Bank Capital Corp.
and Nomura Asset Capital Corp.
He joined the firm from Merrill Lynch where he was a Financial Advisor, working extensively with all financial products.
He is a graduate of SUNY Buffalo.
He has the CFP certification and is also a ChFC charterholder.
Precedenti posizioni note di Rich Spinner
| Società | Posizione | Fine |
|---|---|---|
Edge Wealth Management LLC
 Edge Wealth Management LLC Investment ManagersFinance Edge aims to maximize investment returns while preserving capital via diversification and risk management, with an emphasis on income generation, growth, and tax efficiency. They seek to allocate capital to industries with secular growth prospects. | Gestore di Portafoglio-Azioni | 01/07/2020 |
Deutsche Bank Capital Corp.
 Deutsche Bank Capital Corp. Investment Banks/BrokersFinance Provides securities brokerage services | Corporate Officer/Principal | - |
Nomura Asset Capital Corp
 Nomura Asset Capital Corp Financial ConglomeratesFinance Provides financing to and invests in hotels | Corporate Officer/Principal | - |
Sandler O'Neill & Partners Corp.
 Sandler O'Neill & Partners Corp. Investment Banks/BrokersFinance Operates as a investment banking firm and broker dealer focused on the financial services sector | Corporate Officer/Principal | - |
Salomon Smith Barney, Inc.
 Salomon Smith Barney, Inc. Investment Banks/BrokersFinance Provides investment banking services | Corporate Officer/Principal | - |
Formazione di Rich Spinner
Esperienze
Posizioni ricoperte
Attive
Inattive
Società nel listino
Aziende private
Relazioni
7
Relazioni di 1° grado
6
Aziende connesse in 1º grado
Uomo
Donna
Amministratori
Dirigenti
Società collegate
| Aziende private | 6 |
|---|---|
Sandler O'Neill & Partners Corp.
Sandler O'Neill & Partners Corp. Investment Banks/BrokersFinance Operates as a investment banking firm and broker dealer focused on the financial services sector | Finance |
Nomura Asset Capital Corp
Nomura Asset Capital Corp Financial ConglomeratesFinance Provides financing to and invests in hotels | Finance |
State University of New York at Buffalo
 State University of New York at Buffalo Other Consumer ServicesConsumer Services Functions as a College/University | Consumer Services |
Deutsche Bank Capital Corp.
Deutsche Bank Capital Corp. Investment Banks/BrokersFinance Provides securities brokerage services | Finance |
Salomon Smith Barney, Inc.
Salomon Smith Barney, Inc. Investment Banks/BrokersFinance Provides investment banking services | Finance |
Edge Wealth Management LLC
Edge Wealth Management LLC Investment ManagersFinance Edge aims to maximize investment returns while preserving capital via diversification and risk management, with an emphasis on income generation, growth, and tax efficiency. They seek to allocate capital to industries with secular growth prospects. | Finance |
