Geoffrey Limroth

Geoffrey Limroth

Associate

Followers of Geoffrey Limroth883 followers
location of Geoffrey LimrothNew York City Metropolitan Area

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  • Timeline

  • About me

    Retired

  • Education

    • UNC Kenan-Flagler Business School

      -
      MBA Finance
    • University of Richmond - Robins School of Business

      -
      BSBA Accounting
  • Experience

    • Commerzbank AG

      Apr 1993 - Oct 1994
      Associate
    • Stires O'Donnell and Company

      Nov 1994 - Apr 1997
      Executive Director, Head of Private Bank Fixed Income Sales
    • UBS Financial Services

      Apr 1997 - Jun 2016
      • Managing Director, Head of International Product Management

        Aug 2010 - Jun 2016
      • Managing Director - Head of Capital Markets

        Aug 2009 - Jul 2010
      • Executive Director - Transaction Products COO and Head of Product Management

        Jan 2006 - Aug 2009
      • Executive Director, Head of Private Bank Trading and Sales

        Apr 1997 - Dec 2005
    • GSL Advisors LLC

      Oct 2016 - Feb 2018
      Managing Principal
    • Jefferies Wealth Management

      Feb 2018 - Mar 2023
      Chief Operating Officer

      IJefferies Private Wealth Management provides full-service investment solutions for entrepreneurs, high-net-worth individuals, families and their companies. We offer individualized, innovative solutions for our clients, including discretionary and open architecture asset management, giving our clients access to the most attractive independent managers and investment products in the markets today. Additionally, as a division of Jefferies, we bring the Firm’s complete institutional capabilities to our wealth management clients, including Jefferies’ world-renowned sales & trading platform. Our goal is to deliver the best continual service via our highly experienced wealth management team.Jefferies LLC reserves the right, to the extent permitted under applicable law, to retain and monitor all electronic communications. Jefferies LLC will not accept purchase or sale orders via LinkedIn or its messaging systems and is not responsible for content posted by third-parties. Jefferies LLC does not provide tax or legal service – please consult a tax advisor. Show less

  • Licenses & Certifications

    • Series 7, 63, 66, 24, 55 and 53 securities licenses.

      Financial Industry Regulatory Authority (FINRA)