Name: Fred Tan, cfp®

 Company: Bny mellon wealth management

 Job title: supervisor Senior de Riqueza

 Country of Residence: United States

 Precise location: Miami/Fort Lauderdale Area

Website of the company : bnymellonwealthmanagement.com / Size of the company : sign up to find out


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 People working at Bny mellon wealth management

Name
Job Title
Action
  Tony Rogers, cfp®, cepa
CEO Senior
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  Deana Moruzzi, cfp®
Gerente de Riqueza
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  Win Phan
Analista de Portafolio
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  Morris Memphis soares
Estratega Nacional de Riqueza
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  Joe Fernandez, cfp®
CEOe Regional - Florida
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  Avery Fontaine
Jefe de Filantropía Estratégica
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  Jeff Lewis
VP - Banquero Hipotecario Regional NMLS #413895
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  Danielle Edick
Analista Senior de Riqueza, ViceCEOe
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  Jason Apruzzese, cfa
Analista de crédito de renta fija
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  Michael Nuzzo
Oficial Administrativo Jefe
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  Crystal Kimbro
Administración de acceso y seguridad de TI
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  Jessy Liddell
Director de Riqueza
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  John Mathena
Supervisor Senior
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  Chris Carter
Oficial de Inversiones
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  Ilana Yuz brodsky
Gerente de Weath i/Eexperta fiduciario
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  Daniel Brea
Vicedirectore
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  Molly Passalacqua
CEO Asociado de Patrimonio
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  Fred Tan, cfp®
CEO Senior de Riqueza
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  Kerry Kilcullen
Jefe de Marketing
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  Dan Evans
Gerente Senior de Riqueza
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  Lori Pitzer
ViceCEOe, Banquero Privado Senior
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  John Grimley
Gerente Senior de Riqueza
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  Kate Condon
Gerente de Marketing
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  Brad Heagy, cfp®, cdfa®
Gerente de Riqueza Sr.
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  Patrick Mercier
Estratega de clientes
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  Andy Otto, cfp®, ctfa
Gerente Senior de Riqueza — Egurua Fiduciaria
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  Eileen Foley
CEO Ejecutivo, Oficina de la Familia
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  Mitchell Kessler
CEO sénior
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  Leilei Wang
ViceCEOe estratega de clientes
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  Dinesh Mamidi
Eexperta superior en desarrollo
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  Timothy Katsoulis
Oficial Jurídico Jefe
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  Marcelino Pendas
Gerente Senior de Portafolios
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  Elyse Sabedra
Gerente de Unidad ILIT
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  Lee W.
Inversor
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  Drew Maldonado
Supervisor Senior
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  Alison Bibbins ward
Vicedirectore Senior, supervisor Senior Wealth
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  Andrew Platt, cws®
CEO
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  Andy Paterson
Managere - región central
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  Gregory Owsiany, caia
Gestor de Portafolio
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  Steven Cella
Analista Senior de Portafolios
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  Peri Soyugenc, cfa
Gerente Senior de Riqueza
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  Edward Vasquez
Oficial de Inversiones
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  Connor Reilly
Asociado de ventas
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  Sheryl Linck
Director Senior de Riqueza
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  Christy Morgan
Gerente de Relaciones
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  Joshua Darlington
Analista de Portafolio
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  Jeffrey Mcsteen, esq.
Primer ViceCEOe y Ejecutivo Senior de Desarrollo de Negocios
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  Dante D. astheimer
Gerente de Patrimonio Asociado
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  Robert C. glaser
ViceCEOe, CEO Senior
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  Molly Smith
Supervisor Asociado de Patrimonio
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