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26 Results
1 - 20 of 26
Updated: 1 month, 20 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: 2 months, 1 day 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: 3 months, 13 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: 5 months, 6 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: 7 months, 4 days 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: 8 months, 25 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: 10 months, 19 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: 11 months, 16 days ago
Senior Management Consultant
Port Washington, New York (United States)
ID: #1423417
Company:Accenture
Relocate:Yes
Previous Employer: Voya Investment Management, Markola, LLC, Dimensional Wealth Advisory, QUAN-VEST CONSULTANTS, Inc, UBS
Career Level:Executive (VP, SVP, Department Head, etc.)
Updated: 1 year, 1 month, 3 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, 1 month, 16 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, 1 month, 17 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, 2 months, 23 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: 1 year, 5 months, 20 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: 1 year, 5 months, 29 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.)
Updated: 5 months, 5 days ago
Market Director Wealth Management
Carle Place, New York (United States)
ID: #9888007
Company:JP Morgan Chase
Relocate:Yes
Previous Employer: JP Morgan Chase, JP Morgan Chase
Career Level:Executive (VP, SVP, Department Head, etc.)
Updated: 1 year, 1 month, 17 days ago
Regional Consultant RIA Channel Southeast
Fort Lauderdale, Florida (United States)
ID: #9557911
Company:Wells Fargo Asset Management
Relocate:Yes
Previous Employer: Aristotle Capital, Invesco/ Invesco PowerShares RIA Channel, ING Investment Management, ING Investment Management, Merrill Lynch Advisory Services Group, Merrill Lynch Advisory Services Group
Career Level:Executive (VP, SVP, Department Head, etc.)
Updated: 1 year, 2 months, 18 days ago
Director of Operations
Baltimore, Maryland (United States)
ID: #2086295
Company:RGT Wealth Advisors
Relocate:Yes
Security Clearance:None
Previous Employer: Howard Financial Services, Ltd, SummitAlliance Investment Group, State Street Bank
Career Level:Executive (VP, SVP, Department Head, etc.)
Updated: 2 months, 18 days ago
Head of Fixed Income Investments, Investment Research Department
Bloomfield Hills, Michigan (United States)
ID: #9947062
Company:Plante Moran Financial Advisors
Relocate:Yes
Security Clearance:None
Previous Employer: Oppenheimer & Co., Inc, Oppenheimer & Co., Inc, Michigan National Corporation
Career Level:Manager / Supervisor of Staff
Updated: 7 months, 11 days ago
National Accounts
Olathe, Kansas (United States)
ID: #9793408
Company:Ivy Investments
Relocate:No
Security Clearance:None
Previous Employer: Ivy Investments, Waddell & Reed, Waddell & Reed
Career Level:Experienced (non-Manager)
Updated: 9 months, 28 days ago
Internal / Hybrid Wholesaler
Wellesley Hills, Massachusetts (United States)
ID: #9687261
Company:Beaumont Capital Management
Relocate:No
Recent / Desired Pay: $65k Salary + Bonus=~$70k/7 Months Per Year / Not specified
Previous Employer: Wellesley Asset Management, Charles Schwab & Co.,Inc
Career Level:Manager / Supervisor of Staff
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