John Russo

Banker

John Russo is a high-level professional, who works in Chase as a Banker from 2008. This expert gained professional experience in more than ten positions at various companies. John Russo went to the College for Financial Planning and received education there from 2010. John Russo has such qualifications as Series 7 and Series 66. New York, New York is the area, where this person was known to settle. The professional's e-mail and phone can be easily accessed through this website on demand.
Name variants:
Johnn Russo, Jon Russo, Jack Russo, Jackie Russo, Jacky Russo, Johnny Russo
Last updated May 27, 2024

Contact Information

Last Update
Jul 8, 2022
Email
jo**@hotmail.com, wi**@gmail.com
Location
New York, NY
Company
Chase

Workplace

Banker

Work History

Banker

Greater New York City Area
New business procurement with HNW clientele and businesses.
Aug 2008 — Jan 2011

Partner

from Jan 2007

Financial Advisor

Greater New York City Area
Business Development and Portfolio Management.
Aug 2006 — Jul 2008

Wealth Management Advisor

from Oct 2004

Sr Director - Business Development

Oct 2002 — Dec 2006

Senior Portfolio Manager

Mar 2002 — Oct 2004

Trader

Greater New York City Area
Proprietary Equity Trader - Headed group of more than 15 traders. In charge of recruiting, training, risk management etc.
Sep 2001 — Aug 2006

Position Controller (Consultant)

Greater New York City Area
Trade Reconciliation and Risk Management for Commodities Futures
Jan 2000 — Sep 2001

Senior Financial Services Auditor

Jul 1997 — Dec 1999

CIO - International Wealth Management

1980 — 2001

Occupations

Executive
Chief Executive Officer
Partner
IT Professional
Information Technology Specialist
Director
Corporate Executive
Chief Executive
IT Specialist
Operations Manager

Skills

It Strategy
Vendor Management
Enterprise Architecture
Business Analysis
Program Management
Project Portfolio Management
Governance
Business Process Improvement
Requirements Analysis
Business Intelligence
It Service Management
Financial Services
Itil
Pmo
Technology Management
Management
Integration
Enterprise Software
Change Management
It Management
Information Technology
Business Process
Disaster Recovery
Pmp
Software Development Life Cycle
Portfolio Management
Project Management
Software Project Management
Project Management Office
Strategic Planning
Equities
Fixed Income
Crm
Outsourcing
Customer Relationship Management
Professional Services
Risk Management
Business Development
Strategy
Arca
Bloomberg Terminal
Microsoft Excel
Powerpoint
Trading
Investments
Finance
Marketing
Options
Social Media
Capital Markets
Investment Banking
Advertising
Start Ups
Hedge Funds
Commodity
Reuters
Wealth Management
Asset Allocation
Financial Planning
Alternative Investments
Investment Advisory
Insurance
Investment Strategies
Mutual Funds
Asset Management
Life Insurance
Retirement Planning
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