Louis Green
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Executive Summary
Louis Green is an accomplished investment professional with over 17 years of experience in Private Wealth Management. He is a Chartered Financial Analyst and Certified Financial Planner, providing a unique set of Quantitative and Qualitative skills to his clients. Louis is skilled in risk management and creating customized investment portfolios to help his clients achieve their investment goals. He has a proven track record of investment sales and empathizing with clients. Louis has worked at reputable institutions such as Brooklyn Urban Garden Charter School, PNC, and Deutsche Bank, gaining valuable experience in the finance industry.
Contact Information
Current Workspace
PNC
Senior Investment Advisor
Senior Investment Advisor
Professional Background
Personal Interests
Colleagues
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