Anne Byrd Email & Phone Number
Director of Private Wealth Operations @ Brockenbrough
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Anne Byrd Location
- Richmond, VA, US
Anne Byrd Work
- 2023 -now Director of Private Wealth Operations @
- 2020 -2023 Vice President, RIA Custody @
- 2015 -2020 Vice President, Client Operations @
- 2010 -2014 Director, Brokerage Operations @
- 2004 -2010 Senior Brokerage Operations Specialist @
- 2000 -2004 Brokerage Operations Specialist, Trading @
Anne Byrd Education
- Longwood University 1993-1997
Anne Byrd Skills
- Policies & Procedures
- Series 7
- Wealth Management Services
- Treasury Management
- Operations Management
- Cross Functional Relationships
- Attention to Detail
- Cash Management
- Vendor Management
- Strategic Partnerships
- Metric Development
- Risk Assessment
- Escalation Resolution
- Cross-functional Team Leadership
- Hiring
- Team Leadership
- Cross-Functional Relationship Building
- Procedure Development
- ACH Payments
- Payment Solutions
- Mobile Payments
- Objectives and Key Results (OKRs)
- Strategic Planning
- Bank Reconciliation
- General Ledger Reconciliations
- Financial Institutions
- Oral Communication
- Key Performance Indicators
- Risk Management
- Operational Risk Management
- Teamwork
- Process Improvement
- Communication
- Problem Solving
- People Leadership
- Banking Services
- Team Building
- Microsoft Excel
- Financial Services
- Customer Service
- Microsoft Office
- Leadership
- Account Management
- Sales
- Business Development
Anne Byrd Summary
- Anne Byrd, based in Richmond, VA, US, is currently a Director of Private Wealth Operations at Brockenbrough. Anne Byrd brings experience from previous roles at Goldman Sachs and Folio Investing. Anne Byrd holds a 1993 - 1997 Longwood University. With a robust skill set that includes Policies & Procedures, Series 7, Wealth Management Services, Treasury Management, Operations Management and more. Anne Byrd has 2 emails on RocketReach.
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Others Named Anne Byrd
Anne Byrd
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Top Brockenbrough Employees
Austin IV
Chief Executive Officer
Richmond, VA, US
Ros Bowers
Managing Director
Richmond, VA, US
David Lyons
Managing Director
Richmond, VA, US
Trey Snow
Managing Director, Senior Equity Strategist
Richmond, VA, US
Martin King
Portfolio Manager
Richmond, VA, US
Billy Claiborne
Managing Director and Portfolio Manager
Richmond, VA, US
Anne Byrd
Director of Private Wealth Operations
Richmond, VA, US
Chris Culbertson
Managing Director, Institutional Investments
Richmond, VA, US
Grace Sisserson
Executive Assistant to Chief Executive Officer
Richmond, VA, US
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