Top Wealth Management Associates in Greater New York City Area
Christian Boddie
Prime Brokerage Portfolio Associate
Greater New York City Area
Prime Brokerage Portfolio Associate
Financial Consultant
Securitized Products Trading Assistant
Senior Trading Associate Emerging & Capital Markets
Private Wealth Management Associate
Private Client Services Associate
Syracuse University
Emerson Jr Sr High School
Recommendations: 4
Fixed Income
Settlements
Swaps
Trading Systems
Euroclear
Equities
Customer Relations
Microsoft Office
c****[email protected]
Amanda Tarplin
Vice President Investor Relations
Greater New York City Area
Vice President Investor Relations
Investor Relations Associate
Marketing & Investor Relations Associate
M&A midmarket Marketing & Branding
Global Wealth Management Associate
Villanova University
Kent Place School
Recommendations: 2
Hedge Funds
Alternative Investments
Marketing
Product Marketing
Competitive Marketing Strategies
Marketing Management
Consumer Marketing
Presentation Development
a****[email protected]
Priyanka Bhasin
Private Wealth Management Associate
Greater New York City Area
Private Wealth Management Associate
Client Relations Executive
Strategic Partnerships
Account Management Lead
New York University - Leonard N. Stern School of Business
Penn State University
Recommendations: 0
Social Media
Business Strategy
Financial Modeling
Competitive Analysis
Business Development
Analytics
Emerging Markets
Market Research
p****[email protected]
Olga Faynshteyn
Senior Financial Analyst
Greater New York City Area
Senior Financial Analyst
Business Analyst
Business Analyst, Marketing Operations
Financial Associate
Financial Advisor and Wealth Management Associate
Rutgers State University of New Jersey
Recommendations: 0
Financial Analysis
Forecasting
Analysis
Salesforce.com
Management
Access
Microsoft Excel
Sales
o****[email protected]
o****[email protected]
Jerome Carless
Investor Relations Associate
Greater New York City Area
Investor Relations Associate
Wealth Management Associate
Software Developer
Associate
Teaching Assistant
Data Engineer
Technical Expert
Relationship Banker
NYU Stern School of Business
Embry-Riddle Aeronautical University
Recommendations: 0
c****[email protected]
Kristin J.D.
Senior Vice President and Regional Trust Head
Greater New York City Area
Senior Vice President and Regional Trust Head
Assistant Client Account Manager
Senior Managing Director and Regional Team Lead
Assistant Trust Officer
Wealth Management Associate
Social Development Fund Intern
New York Law School
Syracuse University
Recommendations: 0
Trusts
Wealth Management
Investments
High Net Worth Individuals
Financial Advisory
Estate Administration
Estate Law
Asset Allocation
k****[email protected]
Scott Martinho, CFA
Director - Alternative Investments
Greater New York City Area
Director - Alternative Investments
Investment Analyst
Wealth Management Associate
University of Pennsylvania - The Wharton School
Recommendations: 0
Alternative Investments
m****[email protected]
s****[email protected]
Renata Donaghy
Wealth Management Associate
Greater New York City Area
Wealth Management Associate
Executive Assistant - Global Branding
Business Owner
Creative Services
Mercy College
Recommendations: 0
r****[email protected]
Elaina Revans
Wealth Management Associate
Greater New York City Area
Wealth Management Associate
Trading Management
Prime Brokerage Associate
Fordham University
Recommendations: 0
Hedge Funds
Equities
Alternative Investments
Fixed Income
Derivatives
Prime Brokerage
Bloomberg
Capital Markets
e****[email protected]
Edward Valente
Asset Management Specialist
Greater New York City Area
Asset Management Specialist
Financial Advisor
Wealth Management Internal Consultant
Director, Wealth Management Associate
Finance Intern
Fairfield University
Recommendations: 0
Investments
Asset Management
Valuation
Real Estate
Financial Analysis
Portfolio Management
Strategic Financial Planning
Finance
e****[email protected]
e****[email protected]
Matthew Yavoich
Senior Product Manager, Digital
Greater New York City Area
Senior Product Manager, Digital
Global Wealth Management Associate
Fixed Income Associate
Financial Analyst Team Leader
Settlement Specialist
University of Pennsylvania - The Wharton School
Asbury Theological Seminary
Recommendations: 0
Series 7
Series 63
Series 99
Fixed Income
Customer Service
Leadership
Bloomberg
Microsoft Excel
m****[email protected]
Michael Musto
Account Associate
Greater New York City Area
Account Associate
Wealth Management Associate
Stockbroker
Intern
Fairleigh Dickinson University
Montville High School
Recommendations: 0
Investments
Entrepreneurship
Customer Service
Microsoft Word
PowerPoint
Microsoft Office
Microsoft Excel
Financial Analysis
m*****@student.fdu.edu
Arshak Hayotsyan
Co Founder
Greater New York City Area
Co Founder
Operations Associate
Administrative Operations Associate
Accounting Administrative Assistant
Repair/Polishing assistant
Wealth Management Associate
City University of New York-Queens College
Recommendations: 0
Financial Analysis
PowerPoint
Microsoft Excel
Portfolio Management
Financial Modeling
Return on Investment Analysis
Investment Advisory
Data Analysis
a****[email protected]
Andrea Duguet
European Equity Research Sales
Greater New York City Area
European Equity Research Sales
Fixed Income Broker
Credit Sales
Private Wealth Management Associate
Credit Sales
Broker
University of Pennsylvania
The Hackley School
Recommendations: 0
Fixed Income
Sales
Series 7
Series 63
Capital Markets
Spanish-speaking
French
Investments
a****[email protected]
Jasmine Balogh
Wealth Management Associate
Greater New York City Area
Wealth Management Associate
Wealth Management Associate
Trade Operations
Dover Business College
Recommendations: 0
j****[email protected]
Steven Prokopenko
Wealth Management Associate
Greater New York City Area
Wealth Management Associate
Baruch College, City University of New York (CUNY)
Recommendations: 0
s****[email protected]
Clifford Cook
Consultant - Wealth & Asset Management
Greater New York City Area
Consultant - Wealth & Asset Management
Company Name
IBM
Wealth Management Associate
Northwestern University - Kellogg School of Management
Loyola University Chicago
Recommendations: 0
Financial Services
Wealth Management
Investments
Finance
Sales
Relationship Management
Loans
Wesley Wallace
Wealth Management Client Service Associate
Greater New York City Area
Wealth Management Client Service Associate
Financial Services Recruiter
Financial Services Recruiter
Wealth Management Associate
State University of New York College at Old Westbury
Suffolk County Community College
Recommendations: 0
Morgan Kirby
MBA Candidate, Class of 2022
Greater New York City Area
MBA Candidate, Class of 2022
Wealth Management Associate
Investment Banking Summer Analyst
Wealth Management Analyst
Duke University
The Lawrenceville School
Recommendations: 0
Microsoft Office
Sales
OS X
Teaching
Hip-Hop Dance
Windows
Microsoft Excel
Microsoft Word
Yang G.
Intern
Greater New York City Area
Intern
Quantitative Analyst/Developer
Intern
Wealth Management Associate Internship
New York University
New York University
North China Electric Power University
Recommendations: 0
