Provide outstanding wealth management services to high net-worth clients.
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Private Banking, Personal Trust Administration, Corporate Trust Administration, AML, KYC, Asset Management Solutions
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Global Custody, Cash Reconcilement, Wealth Management, Portfolio Management
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Wealth Management Advisor, Wealth Management Advisor
Accomplished professional with broad international experience, including global corporations, focused on a research position in finance or banking. Diverse expertise as a financial analyst with ability to perform due diligence and valuation for mergers and acquisitions, evaluate investments and assets, research financial products and perform financial modeling. Highly analytical, collaborative financial researcher who thriv...
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Financial Analysis, Asset & Wealth Management , Mergers and acquisitions, Retail, Treasury Services, Private Banking, Endowments & Foundations , Private Equity, Investment Banking
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asset allocation, wealth management, advisory, consultative sales, risk management strategies
Apply my wealth of management and technical skills for personal and companies success and profitability.
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Project planning, VSAT systems, Embedded Control Design , Satellite Systems, IP networking, Control Systems Engineering
VP role in Wealth Management
I am a highly focused executive with twenty-nine years of experience in Fortune 100 Companies, providing a background in Financial Systems, Telecommunications, IT, and Business Consulting. I have proven leadership in implementation and software development, business and strategic planning, national program management and funding, product development and implementation, financial systems business solution design and larg...
Ideal Companies: FEMA, USAA, Duke Energy, Marriott
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Program Management, service relations, account relations, technical project management, direct, service, operations, vice president, accountability, manages oters
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Wealth Management, Banking, Finance, Series 7, Series 66, Sales