• Investment Strategist II

    UMB Bank (Kansas City, MO)
    …cycle, in the manner best suited to the clients' goals and objectives. The ** Investment Strategist II ** works directly with our high-net-worth clients to ... Every step of the UMB **Private Wealth Management** investment process is overseen and executed by dedicated...oversight teams of experts develop and implement the guiding investment themes and the fulfillment strategies to optimally leverage… more
    UMB Bank (05/04/24)
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  • Associate, Private Debt Product Strategy - Wealth…

    BlackRock (San Francisco, CA)
    …investing across the risk/return spectrum, leveraging our global scale to deliver investment solutions that meet our clients' needs. Deep and experienced teams ... Strategy team's role is to foster (i) greater depth of client relationships, ( ii ) specific and extensive Private Debt strategy experience, and (iii) a differentiated… more
    BlackRock (04/16/24)
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