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Ian Greenblatt Cltc

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Ian Greenblatt Cltc

Senior Vice President | Capitol Securities Management Inc.

New York City Metropolitan Area United States, United States

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Ian Greenblatt Cltc

Summary

Ian Greenblatt is a seasoned financial services professional with over 25 years of experience, currently serving as Senior Vice President at Capitol Securities Management. His expertise lies in life planning, retirement strategies, and wealth management, where he adopts a personalized 'kitchen table' approach to client interactions. Ian's entrepreneurial spirit led him to establish a franchise office, allowing him to prioritize client needs in a supportive environment. He holds a Certified Long Term Care Certification and is committed to community outreach, focusing on the importance of long-term care planning. Ian is actively involved in philanthropic efforts, supporting organizations like the Marty Lyons Foundation and the Wounded Warrior Project. His educational background in finance from the State University at Old Westbury complements his extensive industry knowledge. Ian's passion for financial education and client advocacy sets him apart in the financial advisory landscape.

General

Specialist

Leadership Experience

Long-Term Tenure

Professional interests

Industry-specific interests

Leadership Development

Sustainability

Organisational experience

Corporate Experience

Ian Greenblatt Cltc

Work Experience

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Senior Vice President at

Capitol Securities Management Inc.

October 2010 - Present

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Ian Greenblatt Cltc

Education

State University of New York College at Old Westbury, Finance, Business

January 1988 - January 1992

State University of New York College at Old Westbury, Finance, Finance and Financial Management Services

Frequently Asked Questions about Ian Greenblatt Cltc

What is Ian Greenblatt Cltc email address?

Ian Greenblatt Cltc's primary email address is ******@capitolsecurities.com. To view the full verified email and additional contact details, sign up for free with Muraena.

What company does Ian Greenblatt Cltc work for?

Ian Greenblatt Cltc is a Senior Vice President at Capitol Securities Management Inc..

Where Ian Greenblatt Cltc graduated from?

Ian Greenblatt Cltc holds a degree in null from State University of New York College at Old Westbury.

How can I directly contact Ian Greenblatt Cltc?

To contact Ian Greenblatt Cltc directly, you can use the email address ******@capitolsecurities.com. Complete contact information is available upon registration with Muraena.

Who is Ian Greenblatt Cltc?

Ian Greenblatt is a seasoned financial services professional with over 25 years of experience, currently serving as Senior Vice President at Capitol Securities Management. His expertise lies in life planning, retirement strategies, and wealth management, where he adopts a personalized 'kitchen table' approach to client interactions. Ian's entrepreneurial spirit led him to establish a franchise office, allowing him to prioritize client needs in a supportive environment. He holds a Certified Long Term Care Certification and is committed to community outreach, focusing on the importance of long-term care planning. Ian is actively involved in philanthropic efforts, supporting organizations like the Marty Lyons Foundation and the Wounded Warrior Project. His educational background in finance from the State University at Old Westbury complements his extensive industry knowledge. Ian's passion for financial education and client advocacy sets him apart in the financial advisory landscape.

Ian`s contact details

mail

******@capitolsecurities.com

Colleagues

Gilbert Cohen

Vice President, Investments

Maureen Schulde

Managing Director

Maureen Schulde

Managing Director/Corporate Syndicate

Wendy Graham

vice president-investments

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Samuel Lam

Financial Advisor - Vice President

Dave Southworth

Senior Vice President/Regional Manager

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B Bartlett

Senior Vice President of Investments at Capitol Securities Management, Inc.

David Shenton

Senior Vice President

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Jerry Alley

Financial Advisor

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