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 1 emails and 1 mobile phone numbers on RocketReach.
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