As Associate, Operations, Jorge collects and reviews all necessary documentation for client accounts. He also performs follow up processes and ensures all accounts are up to date. Jorge has over 10 years of experience in the finance industry, including retail banking...
Travis designs and implements dynamic investment strategies for client portfolios with a goal of aligning asset mixes to achieve optimal risk adjusted returns. He performs daily portfolio management tasks such as liquidity management, portfolio re-balancing, trade...
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