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33 Results
1 - 20 of 33
Updated: 1 day ago
Associate Wealth Manager
Albuquerque, New Mexico (United States)
ID: #10245647
Company:Gallagher Wealth Management
Relocate:Yes
Recent / Desired Pay: 120000 Per Year / Not specified
Security Clearance:None
Previous Employer: Gallagher Wealth Management, 9/8ths, Santé/Indoor Horticulture Center, La Plata Integrated Health Care
Career Level:Experienced (non-Manager)
Updated: 1 month, 5 days ago
Vice President, Consultant Relations & Intermediary Client Relations
New Rochelle, New York (United States)
ID: #10219456
Company:Epoch Investment Partners, Inc
Relocate:No
Previous Employer: abrdn, BlackRock, Inc.
Career Level:Executive (VP, SVP, Department Head, etc.)
Updated: 1 month, 16 days ago
Senior Investment Consultant
Port Washington, New York (United States)
ID: #1423417
Company:Cutter Associates
Relocate:Yes
Previous Employer: Accenture, Voya Investment Management, Markola, LLC, 3-Dimensional Wealth Advisory, QUAN-VEST CONSULTANTS, Inc, UBS
Career Level:Manager / Supervisor of Staff
Updated: 2 months, 21 days ago
Director
New York, New York (United States)
ID: #9996966
Company:UBS Financial Services
Relocate:No
Security Clearance:None
Career Level:Executive (VP, SVP, Department Head, etc.)
Updated: 5 months, 15 days ago
Wealth Advisor
Chapel Hill, North Carolina (United States)
ID: #10083506
Company:Integrity Wealth Advisors
Relocate:Yes
Security Clearance:None
Career Level:Experienced (non-Manager)
Updated: 6 months, 13 days ago
Senior Sales Associate
Baltimore, Maryland (United States)
ID: #10059195
Company:Hennessy Funds
Relocate:No
Recent / Desired Pay: 105000 Per Year / Not specified
Previous Employer: AXA Advisors
Career Level:Experienced (non-Manager)
Updated: 8 months, 16 days ago
Client Service Officer and Impact Investment Specialist - Alternative Investments
Wilmington, Delaware (United States)
ID: #2814382
Company:THE GLENMEDE TRUST COMPANY
Relocate:Yes
Security Clearance:None
Previous Employer: AMALGAMATED BANK, SUNAMERICA, INC, DELTA AIR LINES, INC
Career Level:Experienced (non-Manager)
Updated: 8 months, 27 days ago
Financial Advisor
Cody, Wyoming (United States)
ID: #9968823
Company:The Henry Group, LLC, An Ameriprise Franchise
Relocate:No
Previous Employer: AmeriServ Trust and Financial Services, Co, Edward D. Jones & CO, LP, Harmony, Inc, West Chester Capital Advisors
Career Level:Experienced (non-Manager)
Updated: 10 months, 9 days ago
Director, Regional Fiduciary Officer
Shrewsbury, Massachusetts (United States)
ID: #9936112
Company:Fidelity Investments
Relocate:Yes
Previous Employer: Law Offices of James A. Miller, P.C., Worcester, Burlington, Ropes & Gray LLP, U.S. Trust, Bank of America Private Wealth Management, Mirick, O'Connell, DeMallie & Lougee, LLP, Goodwin Procter LLP, Robinson & Cole, LLP
Career Level:Experienced (non-Manager)
Updated: 1 year, 2 days ago
Divisional Fixed Income Manager
Brooklyn, New York (United States)
ID: #9887228
Company:TD Ameritrade
Relocate:No
Recent / Desired Pay: 300000 Per Year / Not specified
Previous Employer: TD Ameritrade, TD Ameritrade
Career Level:Manager / Supervisor of Staff
Updated: 1 year, 2 months ago
IDI Western Division Team Leader
Liberty, Missouri (United States)
ID: #9800515
Company:Ivy Distributors, Inc
Relocate:No
Previous Employer: Ivy Distributors, Inc, Edward Jones Investments
Career Level:Manager / Supervisor of Staff
Updated: 1 year, 3 months, 21 days ago
Strategic Beta Consultant
Chicago, Illinois (United States)
ID: #9718295
Company:Columbia Threadneedle
Relocate:No
Recent / Desired Pay: 200000 Per Year / Not specified
Previous Employer: Invesco/PowerShares, Allianz Life Financial Services, Allianz Life Financial Services
Career Level:Executive (VP, SVP, Department Head, etc.)
Updated: 1 year, 5 months, 15 days ago
Senior Internal Wholesaler & Territory Specialist
Hendersonville, North Carolina (United States)
ID: #9668367
Company:Franklin Templeton Investments
Relocate:No
Security Clearance:None
Previous Employer: Transamerica
Career Level:Experienced (non-Manager)
Updated: 1 year, 7 months, 29 days ago
President
Pomona, New York (United States)
ID: #9576048
Company:Distribution Revolution LLC
Relocate:Yes
Recent / Desired Pay: $160000.00 Per Year / Not specified
Security Clearance:None
Previous Employer: Pax World Management, LLC, Charles Schwab & Co, Profunds, NY LIFE Insurance Co., Wharton School, NY LIFE/Mainstay Investments, NY Life/Mainstay Investments, NY LIFE/ Mainstay Investments, AIG Sunamerica, Jersey City, AIG Sunamerica, Jersey City, AIG Sunamerica, Jersey City, Seligman Advisors, Seligman Advisors, Seligman Advisors, U.S. Marine Corps Reserve
Career Level:Senior Executive (CEO, CIO, CFO, etc.)
Updated: 1 year, 8 months, 12 days ago
Client Account Manager, Financial Planner
Leesburg, Virginia (United States)
ID: #5607032
Company:YHB Wealth Advisors, LLC
Relocate:No
Security Clearance:None
Previous Employer: Charles Schwab, STEM High & Academy, D'Evelyn High School, D'Evelyn High School
Career Level:Experienced (non-Manager)
Updated: 1 year, 8 months, 13 days ago
Senior Investment Strategist & Vice President
Omaha, Nebraska (United States)
ID: #9558108
Company:Wells Fargo Private Bank
Relocate:No
Security Clearance:None
Previous Employer: Mutual of Omaha Investment Division
Career Level:Executive (VP, SVP, Department Head, etc.)
Updated: 1 year, 9 months, 19 days ago
Private client Advisor-VP
Woodland Hills, California (United States)
ID: #9507447
Company:JPMorgan Chase Bank
Relocate:No
Previous Employer: Merrill Edge, JPMorgan Chase Bank, Western International Securities Inc
Career Level:Executive (VP, SVP, Department Head, etc.)
Updated: 3 months, 14 days ago
Director of Sales and Marketing
Boca Raton, Florida (United States)
ID: #10058432
Company:Consilium Investment Management
Relocate:Yes
Recent / Desired Pay: 275000 Per Year / Not specified
Previous Employer: Emerging Markets Corporation, Icon Global Strategies, LLC, Thornburg Investment Management, Mirae Asset Global Investments (USA), Lehman LibertyView Capital Management, Alternative Investments, Caldwell, LLC, Tree Path Hill, LLC, ABN-AMRO, Swiss Bank, Swiss Bank, O’Connor / Swiss Bank
Career Level:Executive (VP, SVP, Department Head, etc.)
Updated: 2 years, 16 days ago
Results-oriented, customer focused Investment Consultant
Westfield, New Jersey (United States)
ID: #9396234
Company:USI Advisors, Inc
Relocate:Yes
Recent / Desired Pay: 150000 Per Year / Not specified
Previous Employer: BlackRock, Merrill Lynch Investment Managers, Merrill Lynch Investment Managers, Merrill Lynch Investment Managers, Paine Webber, National Molded Plastics, Plastic Engineered Products
Career Level:Executive (VP, SVP, Department Head, etc.)
Updated: 2 years, 25 days ago
Owner
Elmhurst, Illinois (United States)
ID: #9338726
Company:Velasco Allstate Agency
Relocate:No
Recent / Desired Pay: 250000 Per Year / Not specified
Security Clearance:None
Previous Employer: Nuveen Investments, Bank of America, Bank of America, Bank of America, Bank of America, Bank of America
Career Level:Executive (VP, SVP, Department Head, etc.)
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