Top Client Associates in New York, New York
Mia Donahue
Enterprise Account Manager
New York, New York
Enterprise Account Manager
Institutional Sales
Registered Client Associate
Institutional Sales
Dealer Sales
Sales Executive - Banking, Financial Services & Insurance
Senior Account Manager
Bucknell University
Recommendations: 0
Series 63
Fixed Income
Series 7
Asset Management
Bloomberg
Bonds
Capital Markets
Financial Markets
m****[email protected]
Evan List
Vice President | Financial Advisor
New York, New York
Vice President | Financial Advisor
Senior Private Client Associate / AO
Private Client Associate
Brandeis University
UCL
University of Southern California
Recommendations: 0
Equities
Asset Allocation
Investment Strategies
Fixed Income
Mutual Funds
Wealth Preservation Planning
Wealth Management Services
Investment Management
e****[email protected]
Megan McDonald
Vice President
New York, New York
Vice President
Director
Associate
Registered Client Associate
Fixed Income Strategies Analyst
Rhodes College
Recommendations: 0
Alternative Investments
Private Equity
Hedge Funds
Fixed Income
Bloomberg
Financial Analysis
Series 7
Financial Modeling
m****[email protected]
Colby Swartz
Vice President of Real Estate
New York, New York
Vice President of Real Estate
Hospitality Real Estate Instructor
Senior Managing Director - Real Estate and Hospitality Development
Senior Financial Consultant (Sales/Investments/REITS)
Client Associate (Sales/ Investments)
New York University
Arizona State University
Recommendations: 0
s****[email protected]
Rich Fulop
Private Client Associate
New York, New York
Private Client Associate
Consultant, Special Events - World Football Challenge
Summer Associate, Strategic Initiatives & Analysis
Intern, Sponsorship Sales
Founder & CEO
Retail Advisory Council
Associate Business Development Manager
Pre-MBA Intern, Competition
Business Analyst
New York University - Leonard N. Stern School of Business
New York University
Recommendations: 0
r****[email protected]
Michelle Ly
Portfolio Administrator
New York, New York
Portfolio Administrator
Financial Crimes (BSA/AML) Manager, Compliance
AML/Fraud Brokerage Operations Manager
Brokerage Operations / Product Specialist
Trading Operations / Client Associate
Brokerage Operations Manager
Saint Mary's College of California
University of California, San Diego
Recommendations: 0
Microsoft Excel
Access
Analysis
Financial Analysis
Data Analysis
Time Management
Microsoft Office
Training
m****[email protected]
l****[email protected]
Bryce Telford
Tax Support Intern
New York, New York
Tax Support Intern
FP&A Senior Consultant
Client Associate
Analyst - Global Equities, North America
Legal Services Intern - Bond & Specialty Insurance
Providence College
City, University of London
Xavier High School in Middletown, CT
Recommendations: 0
b****[email protected]
Chris Ng
Senior Software Engineer
New York, New York
Senior Software Engineer
Software Engineer
Software Engineer
Global Wealth Management Intern
Finance Associate - Finance Development Program (FDP)
Finance and Marketing Intern
Worldwide Operations Finance Intern
Software Engineer
Software Engineer
Client Associate, Venture Services Group
University of California, Berkeley
Hack Reactor
Recommendations: 0
c****[email protected]
Omar Siddiqi
Assistant Vice President Regulatory Operations
New York, New York
Assistant Vice President Regulatory Operations
Regulatory Operations Analyst
Regulatory Reporting Operations Analyst
Principal Coordinator
Senior Coordinator
Coordinator
Client Associate Supervisor
City University of New York City College
Recommendations: 0
Portfolio Management
Microsoft Excel
Sales
Financial Analysis
Data Analysis
Microsoft Office
Customer Service
Team Leadership
o****[email protected]
Cinnie Lin
Economic and Valuation Services Associate
New York, New York
Economic and Valuation Services Associate
Analyst
Financial Planning & Analysis Intern
Research Associate
Associate Analyst
Data Analyst Intern
Client Associate
The University of Texas at Austin
University of Houston
Recommendations: 0
Microsoft Word
Microsoft Excel
Public Speaking
PowerPoint
Customer Service
Teamwork
Social Media
Research
m****[email protected]
Derek Snyder
Client Associate
New York, New York
Client Associate
Vice President, Private Funds Group
Managing Director & Partner
New York University - Leonard N. Stern School of Business
Colby College
Recommendations: 0
Investments
Alternative Investments
Private Equity
Valuation
Hedge Funds
Equities
Equity Research
Asset Managment
d****[email protected]
Carlee Webb
Project Manager
New York, New York
Project Manager
Client Associate
Analyst
Summer Intern
Furman University
Recommendations: 0
c****[email protected]
Michael Tarantino
Manager, Client Data Strategy
New York, New York
Manager, Client Data Strategy
Registered Client Associate
Vice President, Kyber Data Science
Associate
Analyst
Client Services
Trading Assistant
Content Analyst
Senior Associate
Arizona State University - W. P. Carey School of Business
Darien High School
Recommendations: 0
Investments
Portfolio Management
Long/Short Equity
Asset Allocation
Mutual Funds
Securities
Investment Strategies
Trading
m****[email protected]
Nicole Cacal
Private Client Associate
New York, New York
Private Client Associate
Professor
Head of Marketing & Investor Relations (Pembrook Capital)
Columbia University in the City of New York
Parsons School of Design - The New School
University of Hawaii at Manoa
Recommendations: 0
n****[email protected]
Stephanie CFA
Managing Director - Investments, Senior PIM Portfolio Manager
New York, New York
Managing Director - Investments, Senior PIM Portfolio Manager
Sr. Vice President
Registered Senior Client Associate
Harvard Business School Executive Education
Franklin & Marshall College
Northfield Mt Hermon School
Recommendations: 0
Securities
Retirement Planning
Liquidity Management
Diversification
Asset Allocation
Fixed Income Strategies
Alternative Investments
Hedge Funds
s****[email protected]
s****[email protected]
Marissa Goba
Senior Manager, Digital Customer Marketing, Commercial Growth Strategy
New York, New York
Senior Manager, Digital Customer Marketing, Commercial Growth Strategy
Client Associate
New Business Intern
Client Service Intern
Customer Engagement Manager North America
Marketing Coordinator
Marketing Manager
American Airlines Intern
Account Manager
Senior Manager, Digital Customer Engagement
Fairfield University
Florence University of the Arts
Jagiellonian University
Recommendations: 0
Social Media
Marketing Research
Social Media Marketing
Marketing
Facebook
Advertising
Market Research
Marketing Communications
m****[email protected]
Camila CFA
Sales Associate- Rugby
New York, New York
Sales Associate- Rugby
Chief Financial Officer & Chief Operating Officer
Co-Founder & Chief Financial Officer
Middle Market Institutional Sales, Registered Client Associate
Intern- Funds Research
Intern- Business Development and Marketing
Intern- Retail Marketing and Events
Intern
New York University
Trinity College-Hartford
Universitat Pompeu Fabra
Recommendations: 0
s****[email protected]
Stephanie Torosian
Registered Representative
New York, New York
Registered Representative
Managing Director, Wealth Planning & Family Office
Relationship Manager
Associate Director
Senior Investment Planning Analyst
Senior Private Client Associate
Private Client Associate
The Johns Hopkins University
Recommendations: 0
Series 7
Investments
Alternative Investments
Equities
Asset Allocation
s****[email protected]
Tenzing Atsentsang
Financial Analyst
New York, New York
Financial Analyst
National Account Executive
Business Development
Client Associate Intern
Junior Designer Intern
Senior Account Executive
Account Executive
University of Oregon
Welingkar Institute of Management
Recommendations: 0
Microsoft Office
Bloomberg
Financial Modeling
Economics
PowerPoint
Project Management
Microsoft Excel
Portfolio Management
Roberto Rodriguez
Mid Market Account Executive
New York, New York
Mid Market Account Executive
Business Development Team Lead - East
Seasonal Client Associate
Sales Representative
Account Executive
Business Development Representative
Business Development Associate
Business Development Associate
Georgetown University
Montverde Academy
Recommendations: 0
Sales
Salesforce.com
Direct Sales
Sales Process
Cold Calling
Selling
Account Management
Marketing
T. Denis
Inside Sales Manager - East; Sales Operations Associate
New York, New York
Inside Sales Manager - East; Sales Operations Associate
Business Development Representative
Sales Department Intern
Solutions Engineer
Client Associate
Sales Consultant, Event Supervisor
Director - Sales Development
Roanoke College
Recommendations: 0
Ascend RMS
QuickBooks
Google Docs
Microsoft Office
Event Management
Sales
Social Media Marketing
Public Speaking
