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Richard Vincent
Richard Vincent
Managing Director-Investments | A.G.P./Alliance Global Partners
Boca Raton, Florida, United States
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.
Richard Vincent
Work Experience
Managing Director-Investments at
A.G.P./Alliance Global Partners
February 2020 - Present
Senior Vice President at
UBS Group AG
April 2010 - February 2020
First Vice President at
MORGAN STANLEY ADMINISTRADORA DE CARTEIRAS S/A
November 2005 - April 2010
Executive Director at
Crystal Bay Cafe
August 1995 - November 2005
Senior Vice President at
Lehman Bros
November 1982 - August 1995
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
********@allianceg.com
Colleagues
Managing Director of Investments
Senior VP of Investments
Vice-President Investments
Senior Managing Director
Board of Director
Senior Vice President
Senior Managing Director - Life Sciences
Managing Director
Managing Director
Managing Director- Fixed Income