New York, NYLeverage FULL-SERVICE model in our mid-town flagship office that tailors to UHW clientele. In-depth utilization of the following: > ADDEPAR (Portfolio Reports and other deeper analysis on Alternative Investments and Structured Products). > IPREO [Capital Markets syndication (equities & fixed income) | Structured Products]
> ARTIVEST & SIMON by ICapital (Alternative Investment platforms)
> MON...
Garden City, New YorkTeamed with two senior advisors with combined experience of 30 years to develop new relationships and maintain existing relationships.
Manhasset, New YorkManaged depository and lending deals of the Financial Center. Key positional functions: account opening, credit origination, due diligence, branch operation, and training. Strategically advised on special account titles such as, estate, trust, UTMA, UGMA, IOLA, IOLTA, C & S-Corp, and Partnership. Led 30 lateral bankers through a pilot training program to optimize client experience. Delivered ...