Roxanna M Guinan
Senior Vice President, Claraphi Advisory Network, Llc
With work experience over 34 years, this expert is nowadays working at Claraphi Advisory Network which is based in 77 as a Senior Vice President, Claraphi Advisory Network, Llc. Roxanna received his education at the University of Phoenix. This professional is located in Omaha, Nebraska. To contact directly Roxanna, you can look for their phone number or e-mail address or get further information by requesting access to this professional's additional details on this website.
Name variants:
Roxanne Guinan
Contact Information
Last Update
Jul 12, 2022
Email
rg**@claraphi.com, ro**@aol.com, ro**@legentclearing.com
Location
Omaha, NE
Company
Workplace
Senior Vice President, Claraphi Advisory Network, Llc
Seattle, WA
Industry
Financial Services, Investment Advisory Service
Colleagues
Work History
Senior Vice President, Claraphi Advisory Network, Llc
Seattle, WA
ClaraPHIi Advisory Network is a registered investment adviser simplifying and lowering the cost of responsible asset management for individuals, institutions and financial services professio...
from Jan 1, 2016
Regional Business Consultant
1000 4Th St SUITE 650, San Rafael, CA 94901
A combination of a more evolved approach to portfolio construction and the power of applied technology have come together on the innovative Eqis platform. Eqis's powerful suite of integrated...
Nov 2012 — Dec 2015
Senior Vice President at Legent Clearing
1200 Landmark Ctr SUITE 800, Omaha, NE 68102
COR Clearing is focused on enhancing the success and profitability of our broker-dealer and registered investment advisor correspondents. COR Clearing provides technology, administrative ser...
Sep 2005 — Feb 2012
Senior Director - Marketing and Business Development
Feb 1999 — Jul 2005
Principal - Marketing and Business Development
Responsible for product development and marketing in the firm's Correspondent Services division.
Jun 1991 — Feb 1999
Education
Occupations
Executive
Senior Vice President
Counselor
Accountant
Finance and Accounting Specialist
Vice President
Business Consultant
Construction
Manager
Health Specialist
Certified Nurse Aide
Managers
Chief Executive
Advisor
Accounting Bookkeeper
Bookkeeper
Operations Manager
Nurse
Nurse Practitioner
Skills
Financial Services
Investments
Asset Management
Mutual Funds
Equities
Wealth Management
Portfolio Management
Banking
Securities
Series 7
Asset Allocation
Series 63
Fixed Income
Finra
Retirement Planning
Financial Planning
Due Diligence
Asset Managment
Investment Advisory
Series 24
Alternative Investments
FAQs about Roxanna M Guinan
What's the main profession of Roxanna M Guinan?
Roxanna is a Senior Vice President, Claraphi Advisory Network, Llc.
What are the main profession of The professional?
These person's professions are Executive and Senior Vice President
Where does Roxanna M Guinan live?
Omaha, Nebraska is the place where Roxanna M Guinan lives
What is Roxanna M Guinan's email?
Roxanna's email is rg**@claraphi.com and ro**@aol.com.
How many companies did Roxanna M Guinan work at?
Roxanna M Guinan worked at seven jobs.
What education does Roxanna M Guinan have?
Roxanna studied at the University of Phoenix.
What is the industry that Roxanna M Guinan is connected to?
Roxanna M Guinan works in Financial Services industry.
What are special skills of Roxanna M Guinan?
This professional has skills in the following areas: Financial Services, Investments, Asset Management, Mutual Funds, Equities, Wealth Management, Portfolio Management, Banking, Securities, and Series 7.