Brandon is an analyst at a wealth management firm one of his clients holds a 10000

Prior to working at UBS, I was at SunTrust Bank for 12 years, where I served as the lead financial advisor for the Medical Private Bank and was a member of the Chairman's Club. I moved my practice to UBS in 2015 in order to offer my clients the global resources of one of the world's largest wealth management firms. Outside of officeJake Fishman joined Gap Intelligence in 2005, becoming the firm’s fourth employee, but growing his role and responsibilities as the company grew. He is currently the firm’s business director, serving on its executive team and as co-leader of its analyst division, while managing the firm’s expanding PC and printing teams. Brandon is focused on strategy, operations, and general management, and hopes to apply his technical skills and MBA experience to a career in the tech sector. Brandon also spent 12 summers working as a Newport Beach ocean lifeguard and spends his free time swimming and enjoying the outdoors. Jul 31, 2018 · The bank’s results in the second quarter add to signs the restructuring of the Zurich-based bank is nearing completion: the key wealth management business did better than expected and the firm ...

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Program management is the centralized coordinated management of a program to achieve the program’s strategic benefits and objectives. Program Management facilitates optimization of costs, resources and staffing, integrates and resolves inter project dependencies and deliverables, and ensures achievement of expected benefits.

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Areas of expertise include: Finance Transformation, Source-to-Post processes, Target Operating Models, Expense Reduction, Program and Change Management Previous work experience: Analyst at Goldman Sachs (Private Wealth Management), working with a team that advised over 80 high net worth executives on personal investment, insurance and tax planning


May 23, 2018 · Drew began his career in financial services in 1999 at Goldman Sachs Private Wealth Management, where, in 2008, he successfully achieved membership in the firm’s influential Leadership Council. In April 2009, he joined UBS Private Wealth Management. Throughout his career, Drew has received significant industry recognition.

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