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John Grimley
John Grimley
Independent Financial Advisor | Entefy
United States
John Grimley
Summary
John Grimley is a seasoned finance professional with extensive experience in capital markets, investment banking, and portfolio management. He has held leadership roles in various financial institutions, demonstrating a strong ability to navigate complex financial landscapes. With a Bachelor of Arts from Brown University, John is committed to continuous learning and helping clients achieve their financial goals. His expertise spans alternative investments, asset management, and financial analysis, among other areas. John serves as an Independent Financial Advisor at Independence Square Advisors, where he emphasizes quality, efficiency, and transparency in client interactions. He also contributes to the tech sector as a board member at Yocierge, showcasing his versatility across industries. John's career reflects a dedication to excellence and a growth mindset, making him a valuable asset in any financial endeavor.
John Grimley
Work Experience
Independent Financial Advisor at
Independence Square Advisors
June 2021 - Present
Board Member at
YoCierge Inc.
March 2019 - Present
Visionary Circle at
Entefy
March 2016 - Present
Senior Wealth Manager at
BNY Wealth
February 2019 - June 2021
Portfolio Manager at
Private Investor
July 2014 - February 2019
Institutional Sales - Director of Capital Markets at
Lake Street Capital Markets, LLC
September 2013 - July 2014
Institutional Equity Sales at
Craig-Hallum Capital Group
August 2012 - September 2013
Managing Director at
Janney Montgomery Scott LLC
January 2008 - September 2012
Director - Equity Sales at
Citigroup
January 2004 - January 2008
Vice President - Institutional Equity Sales / Investment Banking at
Deustche Bank
July 1999 - January 2004
Investment Banking Analyst at
Alex Brown And Sons
June 1997 - July 1999
John Grimley
Education
Brown University, Bachelor Of Arts
January 1993 - January 1997
Malvern Prep
January 1989 - January 1993
St. Dots
Frequently Asked Questions about John Grimley
What is John Grimley email address?
John Grimley's primary email address is ****@indsquare.com. To view the full verified email and additional contact details, sign up for free with Muraena.
What company does John Grimley work for?
John Grimley is a Independent Financial Advisor at Entefy, a company specializing in Computer integrated systems design.
Where John Grimley graduated from?
John Grimley holds a degree in Obm from Brown University.
How can I directly contact John Grimley?
To contact John Grimley directly, you can use the email address ****@indsquare.com. Complete contact information is available upon registration with Muraena.
Who is John Grimley?
John Grimley is a seasoned finance professional with extensive experience in capital markets, investment banking, and portfolio management. He has held leadership roles in various financial institutions, demonstrating a strong ability to navigate complex financial landscapes. With a Bachelor of Arts from Brown University, John is committed to continuous learning and helping clients achieve their financial goals. His expertise spans alternative investments, asset management, and financial analysis, among other areas. John serves as an Independent Financial Advisor at Independence Square Advisors, where he emphasizes quality, efficiency, and transparency in client interactions. He also contributes to the tech sector as a board member at Yocierge, showcasing his versatility across industries. John's career reflects a dedication to excellence and a growth mindset, making him a valuable asset in any financial endeavor.
John`s contact details
****@indsquare.com
****@entefy.com
********@thephiladelphiagroup.com