Margaret Preston Email & Phone Number
Managing Director @ COHEN KLINGENSTEIN LLC
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Margaret Preston Location
- New York, NY, US
Margaret Preston Work
- Managing Director @ (September 2021 - Present)
- Board Member @ (March 2003 - Present)
- Board Member, Chair of Nominating and Governance Committee, Member Compensation Committee @ (March 2020 - Present)
- Managing Director and Senior Vice President, Northern US Regional Wealth Leader @ (May 2015 - December 2019)
- Managing Director, TD Wealth, NY Metro Regional Leader @ (July 2014 - May 2015)
- Managing Director and Regional Executive @ (April 2006 - May 2015)
- Managing Director, CFO Global Private Bank, COO America’s Investment Bank, COO Americas Asset Mgt @ (June 1999 - May 2002)
- Treasurer, Investment Banking Managing Director @ (June 1983 - May 2002)
Margaret Preston Education
- The Wharton School
Executive Leadership Program
2013-2013 - Harvard Business School
Master of Business Administration - MBA
- Trinity College-Hartford
Bachelor of Arts - BA (HISTORY)
Margaret Preston Skills
- NACD Certified Director
- Management
- Brand Development
- Talent Management
- Business Administration
- FINRA
- Exceed Sales Goals
- Asset Management
- Banking
- Alternative Investments
- Mergers & Acquisitions (M&A)
- Practice Management
- Customer Acquisition
- Business Development
- Investments
- Investment Banking
- Wealth Management
- Portfolio Management
- Financial Services
- Finance
- Capital Markets
- Leadership
- Strategic Planning
- Risk Management
- Financial Analysis
- Strategy
- Financial Planning
- Coaching & Mentoring
- Credit
- Equities
Margaret Preston Summary
- Margaret Preston, based in New York, NY, US, is currently a Managing Director at COHEN KLINGENSTEIN LLC. Margaret Preston brings experience from previous roles at McCormick & Company, Otis Elevator Co. and TD. Margaret Preston holds a 2013 - 2013 Executive Leadership Program @ The Wharton School. With a robust skill set that includes NACD Certified Director, Management, Brand Development, Talent Management, Business Administration and more. Margaret Preston has 1 emails and 1 mobile phone numbers on RocketReach.
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