Denise Manning
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Experience

Makes all the difference

Bari Kramer

Senior Client Associate

Bari is the operational backbone of my team. She handles the daily operations and client relations for the team. Bari provides exemplary service and can act fast and efficiently on client requests, including executing trading orders. She holds her series 7,63, and 66 licenses. Bari is very experienced in working with clients to find the best ways to meet their wealth management needs.

Registered States:
  • CT
  • FL
  • NY
  • RI

Bari Kramer

100 West Putnam Ave
2nd Floor
Greenwich, CT 06830

Email Me

Bari Kramer

Senior Client Associate

Bari is the operational backbone of my team. She handles the daily operations and client relations for the team. Bari provides exemplary service and can act fast and efficiently on client requests, including executing trading orders. She holds her series 7,63, and 66 licenses. Bari is very experienced in working with clients to find the best ways to meet their wealth management needs.

Registered States:
  • CT
  • FL
  • NY
  • RI
100 West Putnam Ave
2nd Floor
Greenwich, CT 06830

Email Me

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