Directory

>

John Grimley

avatar

John Grimley

Independent Financial Advisor | Entefy

United States

View contact details (it's free)

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.

General

Generalist

Technical Background

Leadership Experience

Long-Term Tenure

Professional interests

Industry-specific interests

Emerging Technologies

Leadership Development

Organisational experience

Corporate Experience

Consulting Experience

John Grimley

Work Experience

company logo

Independent Financial Advisor at

Independence Square Advisors

June 2021 - Present

company logo

Board Member at

YoCierge Inc.

March 2019 - Present

company logo

Visionary Circle at

Entefy

March 2016 - Present

company logo

Senior Wealth Manager at

BNY Wealth

February 2019 - June 2021

company logo

Portfolio Manager at

Private Investor

July 2014 - February 2019

company logo

Institutional Sales - Director of Capital Markets at

Lake Street Capital Markets, LLC

September 2013 - July 2014

company logo

Institutional Equity Sales at

Craig-Hallum Capital Group

August 2012 - September 2013

company logo

Managing Director at

Janney Montgomery Scott LLC

January 2008 - September 2012

company logo

Director - Equity Sales at

Citigroup

January 2004 - January 2008

company logo

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

Logos provided by Logo.dev

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

mail

****@indsquare.com

****@entefy.com

********@thephiladelphiagroup.com

View Contact details (it's free)
Request Profile Removal