Search results for “andwealthmanagement”

#workingmoms #womenandmoney #womenandwealth #financialadvice #andwealthmanagement

#NorthAmerica

Blair duQuesnay, CFA, works with Ritholtz’s high net worth clients and is a member of the firm’s investment committee. She writes about personal finance and issues pertaining to women on her blog, The

#eam #fintech #familyoffice #assetmanagement #andwealthmanagement

#Europe

Client focused and passionate listener : for 25+ years, my motivation has been understanding customer's pains and translating those to experts who are able to solve them.

#ai #dei #strategy #architecture #andwealthmanagement

#NorthAmerica

Shawn is a leader of the Global Architecture team for Canada’s largest insurance company, computer science Ph.D. and senior-level IT executive with close to 20 years of experience.