Resumes
Resumes
Registered Associate
View pageLocation:
San Jose, CA
Industry:
Financial Services
Work:
Morgan Stanley
Registered Associate
Student Express
Major Retired
Registered Associate
Student Express
Major Retired
Education:
Elmira College Jan 1, 1989 - Dec 31, 1992
Bachelors, Bachelor of Science, International Business
Bachelors, Bachelor of Science, International Business
Skills:
Mutual Funds
Portfolio Management
Series 63
Investment Advisory
Series 7
Private Banking
Certified Financial Planner
Life Insurance
Asset Allocation
Series 65
Health Insurance
Notary Public
Portfolio Management
Series 63
Investment Advisory
Series 7
Private Banking
Certified Financial Planner
Life Insurance
Asset Allocation
Series 65
Health Insurance
Notary Public
Dalia Marshall Nanuet, NY
View pageWork:
HSBC
Oct 2014 to 2000
Branch Operations Manager
HSBC
Feb 2000 to 2000
HSBC
New York, NY
Oct 2012 to Apr 2014
Vice President / Premier Relationship Advisor
HSBC
New York, NY
Jan 2009 to Oct 2012
Senior Premier Relationship Manager
HSBC
Stony Point, NY
Jan 2006 to Jan 2009
Vice President & Premier Relationship Manager
HSBC
Stony Point, NY
Feb 2000 to Jan 2006
Assistant Branch Manager
THE BANK OF NEW YORK
Aug 1997 to Sep 1998
Assistant Vice President
THE BANK OF NEW YORK
New York, NY
Feb 1992 to Sep 1998
THE BANK OF NEW YORK
Aug 1994 to Aug 1997
Account Administrator
THE BANK OF NEW YORK
Feb 1992 to Aug 1994
Deposits Manager
Oct 2014 to 2000
Branch Operations Manager
HSBC
Feb 2000 to 2000
HSBC
New York, NY
Oct 2012 to Apr 2014
Vice President / Premier Relationship Advisor
HSBC
New York, NY
Jan 2009 to Oct 2012
Senior Premier Relationship Manager
HSBC
Stony Point, NY
Jan 2006 to Jan 2009
Vice President & Premier Relationship Manager
HSBC
Stony Point, NY
Feb 2000 to Jan 2006
Assistant Branch Manager
THE BANK OF NEW YORK
Aug 1997 to Sep 1998
Assistant Vice President
THE BANK OF NEW YORK
New York, NY
Feb 1992 to Sep 1998
THE BANK OF NEW YORK
Aug 1994 to Aug 1997
Account Administrator
THE BANK OF NEW YORK
Feb 1992 to Aug 1994
Deposits Manager
Education:
Elmira College
Elmira, NY
Jan 1992
BS in International Business
Elmira, NY
Jan 1992
BS in International Business