The sample below is for
a Trust Investment Officer CV Resume Sample.
From 1974 to 1979, he was an investment research analyst with the National Bank of Detroit, covering a wide array of industries and from 1979 to 1983, he was the Chief
Trust Investment Officer for the National Bank and Trust of Ann Arbor.
Not exact matches
Roland Chalupka, Fiduciary
Trust Canada's chief
investment officer, thinks these factors magnify the classic cycle of fear and greed.
Paul Meeks, Sloy, Dahl, & Holst chief
investment officer, and Dan Morgan, Synovus
Trust senior portfolio manager, discusses Qualcomm upping its acquisition bid for NXP Semiconductors and the impact it could have on the tech sector.
The all - cash deal would likely limit Comcast's share buybacks, said Hank Smith, co-chief
investment officer at Haverford
Trust Co, which owns 3.35 million Comcast shares.
Prior to joining Spruce, Christian co-founded Renewable Energy
Trust Capital (RET) in 2010 and served in various executive roles, including as Chief
Investment Officer, COO and CFO.
Sandip A Bhagat Chief
Investment Officer Whittier
Trust Discussing the markets and investing.
Ian Riach joined Franklin Templeton
Investments (formerly Bissett
Investment Management) in 1999 and has recently been appointed Chief
Investment Officer of Fiduciary
Trust Canada.
Our people include accountants, lawyers,
trust officers and
investment advisers as well as relationship managers.
Usually estate and
trust services involve a team of professionals: Certified Public Accountant (CPA), an attorney, a financial planner or
investment advisor, insurance agent and bank
trust officer.
Mr. Jackman is Chairman, President and Chief Executive
Officer of E-L Financial Corporation Limited and its associated companies Economic
Investment Trust Limited and United Corporations Limited.
Advising the new head of the Boardroom this season will be world - class business minds, including
investment guru Warren Buffett, one of the most successful businessmen in the world; former Microsoft CEO and Los Angeles Clippers owner Steve Ballmer; Tyra Banks, a supermodel, actress, TV host, producer, accomplished businesswoman and CEO of the Tyra Banks Company and cosmetics brand, TYRA Beauty; actress, author and entrepreneur Jessica Alba, the founder and chief creative
officer of The Honest Company and Honest Beauty; and Schwarzenegger's
trusted confidante and nephew, prominent entertainment attorney Patrick Knapp Schwarzenegger.
In addition to running her own financial planning firm, Nancy was a Managing Director and Chief Operating
Officer for several Legg Mason Inc. affiliates, most recently Legg Mason
Investment Counsel and
Trust, N.A., where she served on the Executive, Operating,
Investment and
Trust Administration committees.
He worked with Bankers
Trust Company as an associate (1993 - 1995), Korfez Securities (Garanti Bank) as Co-Head of Research (1995 - 1997), UB Ulusal Securities (formerly SAMBA Saudi American Bank) as Managing Director for research and asset management (1997 - 2000), Kent Securities as Deputy General Manager responsible for the asset management department (2000 — 2001), and ABN AMRO Asset Management as Chief
Investment Officer in Istanbul (2001 - 2004).
GRIFFETH: Sandip Bhagat, he joins us now to talk more about what to expect as the first quarter earnings get under way, he is chief
investment officer at Whittier
Trust.
Gundlach Optimistic About Gold Jeffrey Gundlach who is the chief
investment officer at DoubleLine Capital, is bullish on gold SPDR Gold
Trust (ETF)(NYSEARCA: GLD) and has added to his position...
Vornado as a company gave just $ 6,000, which went to the Real Estate Board Political Action Committee (the rest of the $ 65,300 comprises personal donations made by the real estate
investment trust's chief executive
officer, Steven Roth.
Prior to joining Capital, he was a senior
investment officer for Boatmen's
Trust Co. and an
investment research analyst for Boatmen's National Bank in St. Louis.
He was Vice President, Senior
Investment Officer, and Chairman of the
Investment Committee of the National Bank and
Trust of Ann Arbor from 1974 to 1980.
Neither RJP nor HCA directly own any of the Reported Shares; however, (i) HCA may be deemed to beneficially own those Reported Shares directly owned by the
Investment Funds because HCA serves as the investment manager to the Investment Funds; and (ii) RJP, as a managing member, officer, and / or trustee of HCA, the Trusts and the Foundation, may be deemed to beneficially own those Reported Shares directly owned by the Foundation, the Trusts, and the Investm
Investment Funds because HCA serves as the
investment manager to the Investment Funds; and (ii) RJP, as a managing member, officer, and / or trustee of HCA, the Trusts and the Foundation, may be deemed to beneficially own those Reported Shares directly owned by the Foundation, the Trusts, and the Investm
investment manager to the
Investment Funds; and (ii) RJP, as a managing member, officer, and / or trustee of HCA, the Trusts and the Foundation, may be deemed to beneficially own those Reported Shares directly owned by the Foundation, the Trusts, and the Investm
Investment Funds; and (ii) RJP, as a managing member,
officer, and / or trustee of HCA, the
Trusts and the Foundation, may be deemed to beneficially own those Reported Shares directly owned by the Foundation, the
Trusts, and the
InvestmentInvestment Funds.
You also agree to notify us by the same means if you are or become: a) employed or affiliated with a securities brokerage firm, bank,
investment adviser,
trust company, insurance company or securities exchange; or b) an
officer, director, affiliate or 10 % shareholder of a publicly traded company.
We accept nominations of professionals from all sides of the financial advisory industry, including registered
investment advisers, registered representatives, financial planners, brokers, insurance agents, certified public accountants, bank
trust officers, firm executives and those working for industry organizations.
We are excited to collaborate with First
Trust to offer investors a convenient and efficient method for incorporating this strategy into their portfolios,» says Richard E. Cripps, CFA, and chief
investment officer at EquityCompass.
Gavin Graham, chief
investment officer of the Guardian Group, offers expert advice on income
trusts and dividend - paying common stocks.
The Chairman of the Board, Walter W. Bettinger II, is Chief Executive
Officer and a member of the Board of Directors of The Charles Schwab Corporation and an interested person of the
Trust as that term is defined in the
Investment Company Act of 1940.
Prior to joining the firm in 2008 as a Research Analyst, he was an
investment officer for a family
trust based in Monaco, researching
investment opportunities primarily in Japan.
«Bitcoin is a safe haven for people around the world who don't
trust their governments,» Andrew Milne, chief
investment officer and co-founder of Altana Digital Currency Fund, told Bloomberg.
Investment was also received from Oak
Investment Partners, Pantera Capital and the Bitcoin Opportunity Fund, which is run by Barry Silbert, founder and chief executive
officer of SecondMarket and founder of the Bitcoin
Investment Trust.
They work with
trust officers and assist in customizing the
investment plans as per clients» needs.
This cover letter was written by ResumeMyCareer's staff of professional resume writers, and demonstrates how a cover letter for a
Trust and
Investment Officer Cover Letter Sample should properly be created.
The sample below is for
Trust and
Investment Officer Cover Letter.
Accomplished, articulate and savvy
Trust and
Investment Officer with experience driving profitable growth within the banking industry's challenging and competitive market.
SunTrust Bank (Ft. Lauderdale, FL) 01/1991 — 11/1997
Trust and Investment Services Specialist II • Provided specialized administrative support to trust officer within the Probate Division of the Trust Department • Held responsibility for composing critical correspondence, monitoring overdrafts and payments, and various accounting functions including determination and adjustment of cost basis and preparation of accounting and distribution schedules • Started as secretary for Executive Vice President of Trust New Business Department, later transferring to Trust Administration Department as a Trust Specialist I with a subsequent promotion to Trust Speciali
Trust and
Investment Services Specialist II • Provided specialized administrative support to
trust officer within the Probate Division of the Trust Department • Held responsibility for composing critical correspondence, monitoring overdrafts and payments, and various accounting functions including determination and adjustment of cost basis and preparation of accounting and distribution schedules • Started as secretary for Executive Vice President of Trust New Business Department, later transferring to Trust Administration Department as a Trust Specialist I with a subsequent promotion to Trust Speciali
trust officer within the Probate Division of the
Trust Department • Held responsibility for composing critical correspondence, monitoring overdrafts and payments, and various accounting functions including determination and adjustment of cost basis and preparation of accounting and distribution schedules • Started as secretary for Executive Vice President of Trust New Business Department, later transferring to Trust Administration Department as a Trust Specialist I with a subsequent promotion to Trust Speciali
Trust Department • Held responsibility for composing critical correspondence, monitoring overdrafts and payments, and various accounting functions including determination and adjustment of cost basis and preparation of accounting and distribution schedules • Started as secretary for Executive Vice President of
Trust New Business Department, later transferring to Trust Administration Department as a Trust Specialist I with a subsequent promotion to Trust Speciali
Trust New Business Department, later transferring to
Trust Administration Department as a Trust Specialist I with a subsequent promotion to Trust Speciali
Trust Administration Department as a
Trust Specialist I with a subsequent promotion to Trust Speciali
Trust Specialist I with a subsequent promotion to
Trust Speciali
Trust Specialist II
In addition, the late 1990s saw huge REIT
investments in accounting systems, according to Scott Morey, chief information
officer with Equity Office Properties
Trust.
The regulatory scrutiny of banks will be a boon for real estate
investment firms for the foreseeable future, according to Barry Sternlicht, chief executive
officer of Starwood Property
Trust, a Greenwich, Connecticut - based mortgage REIT.
«The real estate
investment trust plans to expand the retail portion of the Crown Building, which also has office space, by 25,000 to 125,000 square feet (2,300 to 11,600 square meters), Chief Executive
Officer Sandeep Mathrani said on Thursday.
«Retail is a large and important part of the REIT business,» says Steve Wechsler, president and chief executive
officer of Washington, D.C. - based National Association of Real Estate
Investment Trusts (NAREIT).
Home goods, furniture and dollar stores have come under particular scrutiny, because they are more susceptible to slowdowns in residential construction, says Jeff Berkes, executive vice president and chief
investment officer with Federal Realty Investm
investment officer with Federal Realty
InvestmentInvestment Trust.
Brines is the chief
investment officer for the CitizenTrust Wealth Management and
Trust division of Citizens Business Bank.
Roth, 75, Vornado's chairman and chief executive
officer, has described improving the area as the real - estate
investment trust's «Big Kahuna.»
Private - banking clients are usually more attracted to deals in major cities, said William Fuhs Sr., the former chief executive
officer of New York Private Bank &
Trust, who now advises family offices on real estate
investments.
Prior to LEM, Jay was President and Chief Operating
Officer of RAIT
Investment Trust (NYSE: RAS), Chief Financial Officer of Washington Capital Corporation and two other related real estate investment and development
Investment Trust (NYSE: RAS), Chief Financial
Officer of Washington Capital Corporation and two other related real estate
investment and development
investment and development companies.
Prior to joining Westcore, Rob was the chief financial
officer and executive vice president,
investments for Innovative Industrial Properties and served as the senior vice president,
investments and vice president, finance for BioMed Realty
Trust.
Warehouse acquisition: In a two - step transaction, First Industrial Realty
Trust acquired a vacant, 407,000 - square - foot warehouse in Bedford Park, and signed a 10 - year lease for 65 percent of the space with Olympic Oil Ltd., said A. Scott McGregor, senior investment officer with the real estate investment t
Trust acquired a vacant, 407,000 - square - foot warehouse in Bedford Park, and signed a 10 - year lease for 65 percent of the space with Olympic Oil Ltd., said A. Scott McGregor, senior
investment officer with the real estate
investment trusttrust.
Chicago - based GGP, the No. 2 U.S. mall owner, has bought back 115 department stores over the last six years and redeveloped them, Chief Executive
Officer Sandeep Mathrani said last month during the National Association of Real Estate
Investment Trust's annual conference in New York.
OAK BROOK, ILL. — The Inland Group Inc. (Inland) has named JoAnn M. Armenta to its board as well as appointing her to the role of a director, president and chief operating
officer of the company of Inland Real Estate Income
Trust Inc., the newest REIT to be sponsored by Inland Real Estate
Investment Corporation.
«We are talking to potential tenants,» said Rai Sahi, chief executive
officer of landlord Morguard Real Estate
Investment Trust.