Salim Boutagy

Fairfield, CT, US

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Work experience

  1. July 2023 – present

    Moneco Advisors

    Partner
  2. January 2023 – July 2023

    Moneco Advisors

    Private Wealth Advisor
  3. March 2022 – January 2023

    Gratus Capital LLC

    Client Development, Wealth Advisor
  4. April 2017 – March 2022

    Cw Advisors

    Wealth Manager
  5. February 2015 – April 2017

    Wells Fargo Advisors

    Financial Advisor
  6. June 2013 – February 2015

    Wells Fargo Advisors

    PCG Senior Registered Client Associate
  7. June 2010 – May 2013

    Ubs

    Registered Client Service Associate
  8. June 2008 – June 2010

    Morgan Stanley

    Registered Client Service Associate

Education

  1. 2019 – 2020

    Yale School of Management

    Management, Education
  2. 2016 – 2018

    College for Financial Planning

    Master of Science, Masters
  3. 2004 – 2008

    Fordham University

    Bachelors, Bachelor of Science, Finance
  4. 2000 – 2004

    Fairfield College Preparatory School

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