- Citizens (Tarrytown, NY)
- …to ensure we are managing client portfolios effectively. + Manage the investment , trust and institutional accounts. + Rebalance accounts according to ... Manager provides portfolio management services for ultra-high-net-worth clients and institutional client accounts within the Private Bank, while meeting...the client's investment policy statement, with guidance of the asset allocation… more
- Morgan Stanley (New York, NY)
- …In addition to our comprehensive financial services, which include brokerage, investment advisor , financial and wealth planning, Morgan Stanley developed ... is a global financial services leader with three core businesses - Institutional Securities, Wealth Management, and Investment Management. Wealth Management is… more