Zoie Silver

Vice President, Client Service Manager

Since 2017, Zoie Silver has been working in Beacon Trust based 516, 516. Zoie Silver is a high-skilled Vice President, Client Service Manager with over ten years of work experience. According to Zoie's CV and work profile, Zoie has worked at more than eight companies with numerous backgrounds and got various skills. Zoie attended school at the University of Michigan from 2005 to 2009. This person has professional certification as Certified Financial Planner™ Certification and this professional has studied Mandarin. New Brunswick, New Jersey is the place where Zoie Silver currently lives. You can contact with Zoie by looking for phone number or email or get further information by requesting access to this professional's details.
Name variants:
Zoe Silver
Last updated Jun 26, 2024

Contact Information

Last Update
Jul 10, 2022
Email
zf**@gmail.com
Location
New Brunswick, NJ
Company

Workplace

Beacon Trust
Vice President, Client Service Manager

Morristown, NJ

Industry

Investment Management, Trust Management Investment Advisory Service Management Consulting Services, Trust, Fiduciary, & Custody Activities

Work History

Vice President, Client Service Manager

163 Madison Ave, Morristown, NJ 07960
from Apr 2017

Portfolio Manager

Jan 2012 — Apr 2017

Associate Portfolio Manager

Aug 2011 — Jan 2012

Assistant

Nov 2010 — Aug 2011

English Teacher

Taught oral English to over 300 middle school students at Yantian Foreign Language School. Developed curriculum for eight classes that reflected students' learning abilities and interests....
Sep 2009 — Jun 2010

Office Assistant and Receptionist

Worked with student groups, university departments and commercial groups to schedule and book appropriate rooms for campus events. Gained organizational skills by balancing work with academi...
Mar 2007 — Apr 2009

International Intern

Served as an intern at a public relations and advertising firm based in China. Translated PowerPoint presentations and documents from Chinese into English.
Aug 2008 — Aug 2008

Customer Service Representative and Office Assistant

Assisted customers with placing orders and solving problems with products. Created databases of clients and products using Microsoft Excel, edited professional documents, entered bills and u...
Jun 2006 — Aug 2006

Education

2005 — 2009
2008 — 2008
2007 — 2007

Occupations

Executive
Vice President
Service Manager
Financial Broker
Portfolio Manager
Chief Executive
Service Operations Expert
Operations Manager
Investment Analyst
Financial Analyst

Skills

Investments
Economics
Microsoft Excel
Portfolio Management
Microsoft Office
Asset Management
Securities
Powerpoint
Fixed Income
Equities
Mandarin
Data Analysis
Wealth Management
Microsoft Word
Research
Asset Managment
Statistics
Equity Research
Mutual Funds
Investment Strategies
Investment Management
Bloomberg Terminal
Asset Allocation
Analysis
Editing
Capital Markets
Alternative Investments
Financial Analysis

FAQs about Zoie Silver

What's the main profession of Zoie Silver?

Zoie is a Vice President, Client Service Manager.

What are the profession of The professional?

These person's professions are Executive and Vice President

Where is Zoie Silver located?

Zoie Silver is located in New Brunswick, New Jersey.

What is Zoie's email?

Zoie's email is zf**@gmail.com.

How many companies did Zoie Silver work at?

Zoie Silver worked at eight jobs.

What education does Zoie Silver have?

Zoie studied at the University of Michigan from 2005 to 2009.

What are the certifications of Zoie Silver?

The professional received the following certifications: Certified Financial Planner™ Certification.

What languages does Zoie Silver speak?

Zoie Silver speaks Mandarin.
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