Maria Fernandez is a high-skilled professional, working in Bolton Global Capital on the position of Private Wealth Manager since 2015. Maria gained professional experience in more than eight positions at various companies. Maria Fernandez went to the University of Miami School of Law and got education from 1988 to 1991. This expert has these professional qualifications: Series 7 and 66. Albuquerque, New Mexico is the area, where this person was known to live. This person's email address and phone number can be accessed through SoftwareOfficial on demand.
Name variants:
Mary Fernandez
Last updated Jun 05, 2024
Contact Information
Last Update
Jul 10, 2022
Email
ma**@citigroup.com, ma**@bellsouth.net
Location
Albuquerque, NM
Company
Bolton Global Capital
Workplace
Private Wealth Manager
Work History
Private Wealth Manager
388 Greenwich St, New York, NY 10013
Provide expert advice and wealth management solutions including financial planning, investment management, trust and estate services, private and business banking. Expert knowledge of wealth...
Jan 2010 — Sep 2015
Senior Wealth Manager - Director
Provide trust and estate services to high net worth Private Bank clients for both the domestic and international markets. Member of the domestic and international trust committee providing g...
Sep 2007 — Jan 2010
Executive Director
Miami, FL
Developed high net worth clientele for start-up brokerage firm. Created and implemented investment strategies of all risk levels for individuals in the local and international markets. Advis...
Aug 2006 — Sep 2007
Senior Vice President
100 north Tryon St, Charlotte, NC 28202
Administer investment, trust, estate and guardianship accounts for clients with a minimum of $1MM in investable assets. Member of the Domestic and International Trust Committee reviewing com...
Jun 2002 — Aug 2006
Vice President
50 south La Salle St, Chicago, IL 60603
Administer trusts, estates and investment management accounts for private bank clients. Worked closely with outside advisors in an effort to provide comprehensive solutions for multi-nationa...
Nov 1991 — May 2002
Education
1988 — 1991
Occupations
Executive
Director
Security
Operations Manager
Skills
Information Security Management
Business Continuity
Risk Management
Information Security
Banking
Cissp
It Audit
It Management
Cisa
Cism
Business Analysis
Financial Services
Iso 27001
Pci Dss
Enterprise Risk Management
It Risk Management
Cobit
Vulnerability Management
Information Security Awareness
Information Security Standards
Security Audits
Security Awareness
Information Security Governance
Vulnerability Assessment
It Strategy
Security Architecture Design
Financial Risk
Disaster Recovery
Vendor Management
Itil
It Service Management
Program Management
Sdlc
Process Improvement
Wealth Management
Investment Banking
Estate Planning
Asset Management
Investments
Wealth Advisor
Fiduciary Practice
Financial Planning
Cross Border
International Wealth Management
Multi Generational Wealth Transfer
Trust Services
Trust Management
FAQs about Maria Fernandez
What is the main profession of Maria Fernandez?
Maria Fernandez is a Private Wealth Manager.
What are the profession of Maria Fernandez?
These person's professions are Executive and Director
Where does Maria Fernandez currently live?
Maria Fernandez lives in Albuquerque, New Mexico.
Does the expert have the email address?
ma**@citigroup.com and ma**@bellsouth.net is The expert's email address.
How many companies did Maria Fernandez work at?
Maria Fernandez worked at eight jobs.
What education does Maria Fernandez have?
Maria studied at the University of Miami School of Law from 1988 to 1991.
Are there any certifications, that Maria Fernandez has?
The professional received the following certifications: Series 7 and 66.
What languages does Maria Fernandez speak?
Maria Fernandez speaks Spanish and English.