• Manager, Strategy & Support - AMS

    Raymond James Financial, Inc. (St. Petersburg, FL)
    …of the overall development of the AMS platform, including Portfolio Select UMA, and 55IP . * Serve as the AMS representative to the Advisory Mastery Program ... all AMS Sales related technology initiatives including Portfolio Select UMA, Morningstar, 55IP Tax Overlay, Wealth Management Center, Client Onboarding etc. * Train… more
    Raymond James Financial, Inc. (05/31/24)
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