Brian Asman

About Brian Asman

Here to assist with your financial needs. Wealth Management for Domestic and International clients at Valley Financial Management.Specialties: • Experienced with use of Bloomberg Platform, Refinitv (Thomson Reuters) Eikon Platform, PC and Mac. • Proficient in word processing, spreadsheets, and databases. • Software knowledge includes Microsoft Office, Adobe Pro, Adobe CS3 or CS4, NetX360, Salesforce, and FIS platform software.• Demonstrated ability to quickly learn new applications and software.• Experience in Financial Services and Account Management primarily with High Net Worth Clients from Latin America.• Series 7 and 66 Licensed. • Fluent in Spanish and English.These are the comments of this employee only, and not of Valley National Bank, its subsidiaries or affiliates. No instructions for business transactions or which affect any client’s accounts will be accepted through LinkedIn. Communications may be monitored and retained by Valley. All information and comments are provided for informational purposes only. See https://bl.valley.com for further disclosures.

Experience

1. Vice President, Private Banking

   Valley Bank

   Apr 2024 — Present · Miami, FL, US

   Private Banker on the Argentina, Uruguay, and Chile team.Provide confidentiality and quality client service to high net worth client base as part of Valley’s Private Banking experience.Execute trade order entries and actively manage asset allocation of existing client portfolios.Provide portfolio management and advisory service to clients (Buy/Hold/Sell recommendations).Develop personalized investing strategies including fixed income, equity, managed accounts, alternative investment and FX products.

Education

• University of Miami

  Master of Business Administration - MBA

  2017 — 2019

• Dr. Michael M. Krop Senior High School

  High School Diploma

  2006 — 2010

• Questrom School of Business, Boston University

  Bachelors of Science, Business Administration; Law and Finance

  2010 — 2014

• University of Miami

  Master of Science in Finance - MSF

  2019 — 2020

• Dublin City University

  Study Abroad Program

  2013 — 2013

Skills

• Teamwork
• People Skills
• Market Research
• Premiere
• Powerpoint
• Microsoft Excel
• Data Analysis
• Leadership
• Event Planning
• Analysis
• Outlook
• Critical Thinking
• Facebook
• Management
• Crm
• Corporate Finance
• Time Management
• Social Media
• Finance
• Microsoft Office
• Sales
• Microsoft Word
• Legal Writing
• Research
• Spreadsheets
• Financial Analysis
• Oracle
• Public Speaking
• Salesforce.com
• Spanish
• Databases
• Adobe Creative Suite
• Social Networking
• Customer Service
• Photoshop