Raymond Karst

Raymond Karst has extensive work experience in the financial industry. Raymond started their career in 2004 as an Assistant Vice President of Fixed Income Trading at Suisse American Securities. In this role, they managed a personal book of business and a team of 7 traders. Raymond also ensured compliance with SEC regulations and resolved trade discrepancies.

In 2009, Raymond joined Wells Fargo as a Branch Manager. Raymond led a team of 13 people and oversaw the operations, sales, customer service, and human resources of a full-service branch. Raymond also played a key role in financial planning, recruitment, and performance management.

Currently, Raymond is serving as a Vice President at David Lerner Associates, Inc. Raymond manages a financial portfolio of $35 million and cultivates relationships with institutional investors. Raymond provides investment summaries and underwriting for approval and contributes to cash flow projections and cost structures.

Overall, Raymond Karst has a strong background in financial management, team leadership, and compliance.

Raymond Karst completed their Bachelor of Science in Business Marketing from Le Moyne College from 1990 to 1997. Raymond also obtained certifications including the Series 63 and Series 7 from the U.S. Securities and Exchange Commission, although the specific months and years of obtaining these certifications are not provided.