Resumes
Resumes
Chief Experience Officer
View pageLocation:
1350 Ave #of the americas 32nd, New York, NY
Industry:
Financial Services
Work:
Dynasty Financial Partners
Chief Experience Officer
Dynasty Financial Partners Jul 2016 - Mar 2019
Director of Human Resources
Dynasty Financial Partners Dec 2010 - Jul 2016
Senior Vice President, Wealth Management
U.s. Trust May 2006 - Dec 2010
Assistant Vice President
Chief Experience Officer
Dynasty Financial Partners Jul 2016 - Mar 2019
Director of Human Resources
Dynasty Financial Partners Dec 2010 - Jul 2016
Senior Vice President, Wealth Management
U.s. Trust May 2006 - Dec 2010
Assistant Vice President
Education:
Columbia University 2004
Columbia University In the City of New York 2000 - 2004
Walter Panas High School 2000
Columbia University In the City of New York 2000 - 2004
Walter Panas High School 2000
Skills:
Wealth Management
Investments
Investment Management
Financial Advisory
Wealth Management Services
Finance
Series 7
Estate Planning
Wealth
Alternative Investments
Investment Strategies
Asset Allocation
Hedge Funds
High Net Worth Individuals
Banking
Asset Management
Investments
Investment Management
Financial Advisory
Wealth Management Services
Finance
Series 7
Estate Planning
Wealth
Alternative Investments
Investment Strategies
Asset Allocation
Hedge Funds
High Net Worth Individuals
Banking
Asset Management
Amanda Kerley
View pageLocation:
United States