Vereinigte Staaten von Amerika
€9,000 - €85,000
I am a successful Wealth Management professional with expertise in managing client service teams and institutional relationships. Deep knowledge of capital markets, transition management, and performance reporting, I have been a part of new investment platforms, including JP Morgan Online, FarSight Financial Services and Athena Capital Advisors.
I gained my knowledge of capital markets and securities trading at Fidelity Investments and The DE Shaw Group. I gained expertise in private client service, recruiting, project management and portfolio management at Athena Capital Advisors and Windrose Advisors. I am comfortable working directly with C-level executives, partners of private equity and real estate firms, endowments and private foundations.
I enjoy solving the difficult client portfolio problem, leading the challenging client transition, and exceeding expectations to help a client. I have experience in RIA consulting, business analysis and strategic planning, with a constant fo
Advisory Consulting Services, Athena Capital Advisors, Thinking Investments, Inc.
Ausbildung und Training
Medizin und Pharma
Transport
Landwirtschaft
Software
Medien
Unternehmensdienstleistungen
Finanzen
Herstellung und Engineering
Energie und natürliche Ressourcen
Immobilie
Restaurants und Bars
Produkte und Erfindungen
Einzelhandel
Vertrieb und Marketing
Mode und Schönheit
Technologie
Lebensmittel und Getränke
Unterhaltung und Freizeit
Persönliche Dienstleistungen
AIN hilft Investoren und Unternehmern, dauerhafte und profitable Beziehungen aufzubauen, um bessere Geschäfte und eine bessere Zukunft zu schaffen.
