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Max Zaprahayeu, Cfa is listed as Portfolio Manager Associate at City National Rochdale, a company with 272 employees, based in Greater Chicago Area, United States, United States. AeroLeads shows a work email signal at northerntrust.com and a matched LinkedIn profile for Max Zaprahayeu, Cfa.
Max Zaprahayeu, Cfa previously worked as Senior Investment Associate at Northern Trust and Account Manager, Investments Associate at Northern Trust. Max Zaprahayeu, Cfa holds Master Of Business Administration - Mba, Finance And Financial Management Services from Depaul University - Charles H. Kellstadt Graduate School Of Business.
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AeroLeads found 1 current-domain work email signal for Max Zaprahayeu, Cfa. Compare company email patterns before reaching out.
As a Senior Investment Associate at Northern Trust Wealth Management, I am a key player in crafting personalized investment strategies for high-net-worth clients. With a degree in Finance and a CFA Level 3 Candidate, I have strong analytical skills and knowledge of financial regulations that enable me to manage portfolios, conduct market research, assess risk, and report on performance. I am dedicated to cultivating strong client relationships and establishing rapport with both clients and their families through targeted financial planning education. I work closely with the servicing team to address a spectrum of banking, estate planning, and administration inquiries, and to coordinate and schedule meetings with clients. I also create and refine comprehensive meeting materials and client presentations, and document client investment policy statements to align strategies with objectives. My aspiration is to continuously contribute to the achievement of clients' financial goals by integrating astute financial planning and fostering enduring professional connections.
Listed skills include Microsoft Office, Customer Service, Microsoft Excel, Management, and 9 others.
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Chicago, Illinois, United States
As a Portfolio Manager Associate at City National Rochdale in Chicago, Illinois, I collaborate closely with senior portfolio managers to manage client investment portfolios and conduct in-depth research. I leverage my CFA designation to prepare detailed client presentations and reports, analyze financial markets, and provide valuable insights to support.
As a Senior Investment Associate at Northern Trust Wealth Management my role is to be a key player in crafting personalized investment strategies for high-net-worth clients. Responsibilities include portfolio management, market research, risk assessment, and client reporting. Qualifications include a degree in Finance, experience in investment management.
Chicago, Illinois, United States
Assisting portfolio managers in overseeing investment portfolios with a combined book of $5.5Bn in assets for high net worth clients, foundations, and family partnerships
Chicago, Illinois, United States
Greater Chicago Area
Vernon Hills
Perform monthly and quarterly rebate calculations; assessing terms of contractsResearching unclaimed propertyData entry for accounts payableRunning queries, and preparing monthly financial reports and models in ExcelPerform various monthly expense analysisAssisting in working small balance collectionsAssisting with E-invoicing conversionPosting and.
Other employees you can reach at cnr.com. View company contacts for 272 employees →
Jarrad Schultz
Colleague at City National Rochdale
Los Angeles, California, United States, United States
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AE
Anthony E. Anglade, Mba
Colleague at City National Rochdale
New York City Metropolitan Area, United States
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AZ
Alfred Zhou, Cfa
Colleague at City National Rochdale
New York City Metropolitan Area, United States
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YB
Yaron Berko
Colleague at City National Rochdale
Los Angeles, California, United States, United States
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TW
Trenton Washington
Colleague at City National Rochdale
Denver Metropolitan Area, United States
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JC
Jon Carter
Colleague at City National Rochdale
New York City Metropolitan Area, United States
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KK
Karen Kwan
Colleague at City National Rochdale
San Gabriel, California, United States, United States
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HG
Hannah Giordano
Colleague at City National Rochdale
New York, New York, United States, United States
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JF
James Frick
Colleague at City National Rochdale
New York City Metropolitan Area, United States
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RP
Richard Powers
Colleague at City National Rochdale
New York City Metropolitan Area, United States
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Enrolled to DePaul MBA program on 01/04/2021 to further my education and world knowledge. Focusing on Portfolio management and Finance. I.
Quick answers generated from the profile data available on this page.
Max Zaprahayeu, Cfa works for City National Rochdale.
Max Zaprahayeu, Cfa is listed as Portfolio Manager Associate at City National Rochdale.
AeroLeads has found 1 work email signal at @northerntrust.com for Max Zaprahayeu, Cfa at City National Rochdale.
Max Zaprahayeu, Cfa is based in Greater Chicago Area, United States, United States while working with City National Rochdale.
Max Zaprahayeu, Cfa has worked for City National Rochdale, Northern Trust, Northern Trust Corporation, Cortland Capital Market Services Llc, and American Hotel Register Company.
Max Zaprahayeu, Cfa's colleagues at City National Rochdale include Jarrad Schultz, Anthony E. Anglade, Mba, Alfred Zhou, Cfa, Yaron Berko, and Trenton Washington.
You can use AeroLeads to view verified contact signals for Max Zaprahayeu, Cfa at City National Rochdale, including work email, phone, and LinkedIn data when available.
Max Zaprahayeu, Cfa holds Master Of Business Administration - Mba, Finance And Financial Management Services from Depaul University - Charles H. Kellstadt Graduate School Of Business.
Max Zaprahayeu, Cfa is listed with skills including Microsoft Office, Customer Service, Microsoft Excel, Management, Microsoft Word, Powerpoint, Project Management, and Leadership.
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