Not exact matches
Wells Fargo
Investment Institute
serves clients of Wealth and
Investment Management, a division of Wells Fargo comprised of Wells Fargo Private Bank, Wells Fargo Advisors, Wells Fargo Institutional Retirement, and Abbot Downing
businesses, accounting for more than $ 1.8 trillion * in client assets.
Prior to that, he
served as head of quantitative equity for ING
Investment Management, (doing
business as Voya
Investment Management May 1, 2014), building and developing the group and managing more than $ 20 billion in assets with 15 global active, index and enhanced index strategies for pension funds, variable annuities and mutual funds.
Mr. Aguilar also
served as the head of quantitative research for Lehman Brothers» alternative
investment management business, and as a director of quantitative research and portfolio manager with both Merrill Lynch Investment Management and Bank
investment management business, and as a director of quantitative research and portfolio manager with both Merrill Lynch Investment Management and Bank
management business, and as a director of quantitative research and portfolio manager with both Merrill Lynch
Investment Management and Bank
Investment Management and Bank
Management and Bankers Trust.
Previously he was chief
investment strategist with the firm's active
management business and has also led BlackRock's global equity team,
serving as a portfolio manager.
Wells Fargo
Investment Institute
serves clients of Wells Fargo Wealth and
Investment Management, a division of Wells Fargo comprised of Wells Fargo Private Bank, Wells Fargo Advisors, Wells Fargo Institutional Retirement & Trust, and Abbot Downing
businesses, accounting for more than $ 1.8 trillion * in assets under administration.
Our areas of expertise are in
Investment Banking, Wealth
Management and Corporate Advisory and we serve a wide range of clients, including high net worth individuals, family offices and small to medium sized regional businesses.We are valued by clients across the Middle East for our full spectrum capital markets offerings and for the extensive, global experience of our Board and the management team.We are respected for our commitment to building long - standing and successful relationships with our clients and for delivering services that are tailored to their individual needs and requirements.We understand the importance of integrity in promoting and building sustainable businesses and in cultivating personal relationships with all stakeholders, and are committed to generating value for our clients.Morgan Gatsby is regulated by the Dubai Financial Services Authority («DFSA») and is owned by Essel Group ME («EGME»), which is pending auth
Management and Corporate Advisory and we
serve a wide range of clients, including high net worth individuals, family offices and small to medium sized regional
businesses.We are valued by clients across the Middle East for our full spectrum capital markets offerings and for the extensive, global experience of our Board and the
management team.We are respected for our commitment to building long - standing and successful relationships with our clients and for delivering services that are tailored to their individual needs and requirements.We understand the importance of integrity in promoting and building sustainable businesses and in cultivating personal relationships with all stakeholders, and are committed to generating value for our clients.Morgan Gatsby is regulated by the Dubai Financial Services Authority («DFSA») and is owned by Essel Group ME («EGME»), which is pending auth
management team.We are respected for our commitment to building long - standing and successful relationships with our clients and for delivering services that are tailored to their individual needs and requirements.We understand the importance of integrity in promoting and building sustainable
businesses and in cultivating personal relationships with all stakeholders, and are committed to generating value for our clients.Morgan Gatsby is regulated by the Dubai Financial Services Authority («DFSA») and is owned by Essel Group ME («EGME»), which is pending authorization.
Our areas of expertise are in
Investment Banking, Wealth
Management and Corporate Advisory and we
serve a wide range of clients, including high net worth individuals, family offices and small to medium sized regional
businesses.
The organization combines Amanda's life - long commitment to
serving others with the
management expertise gained during her 20 + year career as a senior officer in the institutional
investment business.
Peltz's
investment arm, Trian Fund
Management LP, owns large stakes in a variety of major American
businesses including upscale jeweler Tiffany's & Co., food company H.J. Heinz Co. and fast - food chain Wendy's / Arby's Group Inc., of which Peltz
serves as chairman.
Previously he was chief
investment strategist with the firm's active
management business and has also led BlackRock's global equity team,
serving as a portfolio manager.
AXA Equitable Funds
Management Group, LLC (FMG LLC), doing
business as 1290 Asset Managers,
serves as
investment adviser to the 1290 Funds.
Alex joined Woodsford from Rembrandt IP
Management, LLC, a Philadelphia - based
investment firm, where he
served as Corporate Counsel and Secretary with responsibility for all corporate governance and legal matters affecting the litigation funding
business.
Corporate, Finance &
Investment Management:
Serving virtually every industry and type of
business, members of the firm's corporate and
business transactions focus on mergers and acquisitions, private equity, fund formation, finance, restructuring, securities, emerging
business and technology, outsourcing, energy transactions and tax matters.
Palladium Partners, LLC 12/2012 — end - date
Business Intern
Served as intern for an
Investment Advisory firm with over $ 1.4 billion in
management.
Management Consulting and
Investment Banking firm
serving middle - market and Fortune 500 clients Provided strategic and financial consulting services including
business development, acquisitions and planning
Port Jefferson, New York About Blog Heritage Financial Advisory Group provides you with a comprehensive suite of
investment management and wealth planning solutions,
serving affluent families,
business owners, executives, and institutions since 1987.
Kansas City, MO About Blog We are a financial planning and
investment management firm with an emphasis on
serving the successful
business professional, entrepreneur or small
business owner.
Chancellor Capital
Management / Invesco, Inc. (City, ST) 1995 — 2000 Partner and Managing Director — Institutional Fixed Income • Manage in excess of $ 44 billion, approximately $ 20 billion of which were managed with a total rate of return objective • Focus in mortgage - backed and asset - backed securities • Create and implement strategy for all MBS and ABS investments for total rate of return portfolios • Responsible for risk management including establishing and monitoring appropriate risk levels • Collaborate with CIO in management of all core portfolios benchmarked against the Lehman Aggregate Index • Run weekly strategy meetings defining portfolio construction in conjunction with Investment Policy Committee guidelines • Oversee assets in excess of $ 10 billion including pension funds, public funds, and insurance funds • Conduct client reviews and new business presentations on a regular basis • Serve as point person for key strategic partnerships based out o
Management / Invesco, Inc. (City, ST) 1995 — 2000 Partner and Managing Director — Institutional Fixed Income • Manage in excess of $ 44 billion, approximately $ 20 billion of which were managed with a total rate of return objective • Focus in mortgage - backed and asset - backed securities • Create and implement strategy for all MBS and ABS
investments for total rate of return portfolios • Responsible for risk
management including establishing and monitoring appropriate risk levels • Collaborate with CIO in management of all core portfolios benchmarked against the Lehman Aggregate Index • Run weekly strategy meetings defining portfolio construction in conjunction with Investment Policy Committee guidelines • Oversee assets in excess of $ 10 billion including pension funds, public funds, and insurance funds • Conduct client reviews and new business presentations on a regular basis • Serve as point person for key strategic partnerships based out o
management including establishing and monitoring appropriate risk levels • Collaborate with CIO in
management of all core portfolios benchmarked against the Lehman Aggregate Index • Run weekly strategy meetings defining portfolio construction in conjunction with Investment Policy Committee guidelines • Oversee assets in excess of $ 10 billion including pension funds, public funds, and insurance funds • Conduct client reviews and new business presentations on a regular basis • Serve as point person for key strategic partnerships based out o
management of all core portfolios benchmarked against the Lehman Aggregate Index • Run weekly strategy meetings defining portfolio construction in conjunction with
Investment Policy Committee guidelines • Oversee assets in excess of $ 10 billion including pension funds, public funds, and insurance funds • Conduct client reviews and new
business presentations on a regular basis •
Serve as point person for key strategic partnerships based out of New York
Operations Manager — Duties & Responsibilities Prepare complex technical standard operating procedures for organizational implementation Oversee organizational ethics and compliance training administration at facility level Develop and implement training to ensure workforce peak performance Perform safety
management studies and approve / disapprove proposed procedures Administer employee appraisals and increase employee motivation and organizational citizenship Manage multi-million dollar air traffic control contracts Effectively lead culturally diverse workforce in domestic and international settings Develop and implement air traffic control flow procedures saving cliental thousands of dollars on a daily basis
Serve as liaison with cliental customers and mediate solutions resulting in increased customer
investments Develop and administer varied software solutions for clients including KPMG, USAF, and the Chicago Board of Trade Oversee software projects through the various facets of developmental lifecycle Develop software applications using Visual Basic and SQL Server increasing
business operation efficiency Create safety
management systems which track aircraft incidents and trends Network and manage numerous air traffic control systems decreasing system downtime Develop an employee
management system increasing operational efficiency Represent company brand with poise, integrity, and positivity
«We believe that our clients, employees and shareholders will be best
served by streamlining our organization and directing new
investment dollars to our core transaction and
management services
businesses.»