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Richard Vincent

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Richard Vincent

Managing Director-Investments | A.G.P./Alliance Global Partners

Boca Raton, Florida, United States

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Richard Vincent

Summary

Richard Vincent is a seasoned financial professional with over four decades of experience in wealth management. Currently serving as Managing Director of Investments at Agpalliance Global Partners, he specializes in asset allocation, retirement planning, and charitable gifting. Richard is FINRA registered and holds multiple securities licenses, showcasing his commitment to regulatory standards and client trust. His previous roles include Senior Vice President at UBS and First Vice President at Morgan Stanley, reflecting a robust career in high-stakes finance. Based in Boca Raton, Florida, he balances his professional life with family, enjoying time with his wife and four grown children. Richard's extensive background in depository banking and investment advice positions him as a valuable asset in the financial sector. He is passionate about education planning and guiding clients through complex financial landscapes. His long-standing tenure in the industry demonstrates his dedication and adaptability to evolving market conditions.

General

Specialist

Technical Background

Leadership Experience

Long-Term Tenure

Professional interests

Leadership Development

Emerging Technologies

Organisational experience

Corporate Experience

Richard Vincent

Work Experience

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Managing Director-Investments at

A.G.P./Alliance Global Partners

February 2020 - Present

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Senior Vice President at

UBS Group AG

April 2010 - February 2020

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First Vice President at

MORGAN STANLEY ADMINISTRADORA DE CARTEIRAS S/A

November 2005 - April 2010

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Executive Director at

Crystal Bay Cafe

August 1995 - November 2005

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Senior Vice President at

Lehman Bros

November 1982 - August 1995

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Richard Vincent

Education

Frequently Asked Questions about Richard Vincent

What is Richard Vincent email address?

Richard Vincent's primary email address is ********@allianceg.com. To view the full verified email and additional contact details, sign up for free with Muraena.

What company does Richard Vincent work for?

Richard Vincent is a Managing Director-Investments at A.G.P./Alliance Global Partners, a company specializing in Functions related to depository banking.

Where Richard Vincent graduated from?

Richard Vincent holds a degree in from Kenyon College.

How can I directly contact Richard Vincent?

To contact Richard Vincent directly, you can use the email address ********@allianceg.com. Complete contact information is available upon registration with Muraena.

Who is Richard Vincent?

Richard Vincent is a seasoned financial professional with over four decades of experience in wealth management. Currently serving as Managing Director of Investments at Agpalliance Global Partners, he specializes in asset allocation, retirement planning, and charitable gifting. Richard is FINRA registered and holds multiple securities licenses, showcasing his commitment to regulatory standards and client trust. His previous roles include Senior Vice President at UBS and First Vice President at Morgan Stanley, reflecting a robust career in high-stakes finance. Based in Boca Raton, Florida, he balances his professional life with family, enjoying time with his wife and four grown children. Richard's extensive background in depository banking and investment advice positions him as a valuable asset in the financial sector. He is passionate about education planning and guiding clients through complex financial landscapes. His long-standing tenure in the industry demonstrates his dedication and adaptability to evolving market conditions.

Richard`s contact details

mail

********@allianceg.com

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