Since 2019, Wally M Okby has been working in Aite Group situated 499, 499. This expert is an experienced Senior Analyst, Wealth Management with over 26 years of work experience. According to Wally's resume and work profile, the professional has worked at more than nine companies with diverse backgrounds and got various skills. Wally attended school at the Fordham University from 1999 to 2002. This expert has studied Arabic. Bethlehem, New York is the place where Wally M Okby currently lives. You can contact with Wally by searching for phone or email address or find exhaustive information by requesting access to the professional's details from SoftwareOfficial.
Name variants:
Wallace Okby,
Walter Okby
Last updated Jun 06, 2024
Contact Information
Workplace
Senior Analyst, Wealth Management
Boston, MA
Industry
Research, Noncommercial Research Organization
Colleagues
Work History
Senior Analyst, Wealth Management
101 Arch St SUITE 501, Boston, MA 02110
Thought leader, trusted advisor and consultant to leading global clients, focusing on international private banking and socially responsible investments.
from Apr 2019
Vice President of Investor Relations
22 A St, Providence, RI 02907
Represented Capital Good Fund at industry conferences, symposia and other events to network with existing & potential investors. Prepared reports and proposals as necessary, in support of in...
Jul 2018 — Apr 2019
Senior Director, Private Banker
Provided highly personalized and discreet wealth management & investor relations services for entrepreneurs, industry leaders, financiers and cultural icons in Emerging Markets.
Jul 2016 — Jun 2018
Head of Distribution and Investor Relations
Led the organization’s global private placement capital funding business.
Expanded the investor mix, encompassing a broad and diverse group of UHNW, family office, and retail clients.
Dev...
Aug 2015 — Jul 2016
Senior Private Banker, Institutional Client Group
388 Greenwich St, New York, NY 10013
Senior Private Banker focused on wealth management services & client relations for UHNWs in the MENA region.
Jan 2014 — Aug 2015
Chief Operating Officer Mena Region, Senior Head of Private Banking and General Manager Abu Dhabi Representative Office
175 Water St, New York, NY 10038
Aug 2006 — Jan 2014
Business Finance Associate
55 east 52Nd St, New York, NY 10055
Responsible for management and reporting of corporate financial forecast for BlackRock's institutional separate account and risk management businesses.
Sep 2005 — Aug 2006
Director
Newark, NJ
Responsible for competitive intelligence analyses to senior management in support of the Investment Division's strategy. I supported the execution of the following noteworthy transactions: -...
Apr 1997 — Sep 2005
Education
1999 — 2002
1989 — 1992
Occupations
Senior Analyst
Leader
Advisor
Counselor
Executive
Vice President
Investor
Analyst
Analysts
Managers
Chief Executive
Skills
Investments
Asset Management
Risk Management
Private Banking
Corporate Finance
Finance
Due Diligence
Mergers and Acquisitions
Portfolio Management
Relationship Management
Mutual Funds
Strategy
Investment Banking
Equities
Banking
Emerging Markets
Private Equity
Wealth Management
Alternative Investments
Fixed Income
Hedge Funds
Capital Markets
Financial Markets
Derivatives
Investment Advisory
Financial Advisory
Valuation
Team Leadership
Operations Management
Financial Structuring
Fx Options
Securities
Business Analysis
Structured Finance
Structured Products
Mergers
Etfs
Asset Managment
FAQs about Wally M Okby
What's the main profession of Wally M Okby?
This professional's job is Senior Analyst, Wealth Management
What are the profession of This expert?
These person's professions are Senior Analyst
Where does Wally M Okby live?
Bethlehem, New York is the place where Wally M Okby currently lives
Does the expert have the email address?
wo**@yahoo.com is Wally M Okby's email address.
How many companies did Wally M Okby work at?
The professional worked at nine jobs.
What education does Wally M Okby have?
Wally studied at the Fordham University from 1999 to 2002.
What languages does Wally M Okby speak?
Wally M Okby speaks Arabic.
Are there any special industries, that Wally M Okby is connected to?
This person works in Research industry.