Anne Byrd Email & Phone Number
Director of Private Wealth Operations @ Brockenbrough
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Anne Byrd Location
- Richmond, VA, US
Anne Byrd Work
- Director of Private Wealth Operations @ (August 2023 - Present)
- Vice President, RIA Custody @ (September 2020 - August 2023)
- Vice President, Client Operations @ (January 2015 - September 2020)
- Director, Brokerage Operations @ (November 2010 - December 2014)
- Senior Brokerage Operations Specialist @ (May 2004 - October 2010)
- Brokerage Operations Specialist, Trading @ (March 2000 - April 2004)
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 and 1 mobile phone numbers on RocketReach.
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Top Brockenbrough Employees
Matt Shaia
Managing Director and Director of Investment Operations
Richmond, VA, US
Austin IV
Chief Executive Officer
Richmond, VA, US
Ros Bowers
Managing Director
Richmond, VA, US
David Lyons
Managing Director
Richmond, VA, US
Paige Kerr
Executive Administrator
Glen Allen, VA, US
Martin King
Portfolio Manager
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Billy Claiborne
Managing Director and Portfolio Manager
Richmond, VA, US
Anne Byrd
Director of Private Wealth Operations
Richmond, VA, US
Jay Jennings
Managing Director
Richmond, VA, US
Chris Culbertson
Managing Director, Institutional Investments
Richmond, VA, US
Paige Kerr
Executive Assistant
Richmond, VA, US
Vanetta Kersey
Managing Director | Director of Investment Systems
Richmond, VA, US
Grace Sisserson
Executive Assistant to Chief Executive Officer
Richmond, VA, US
Walter Robertson
Managing Director
Richmond, VA, US
Margaret White
Director of Marketing and Communications
Richmond, VA, US
Samantha Moore
Director, Private Wealth Financial Planning
Richmond, VA, US
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