Delia Marshall
Senior Director specializing in Wealth Management at BNY Mellon
- Role
- Senior Director-portfolio Management at BNY
- Location
- New York, NY, US
- LinkedIn followers
- 500 followers
About Delia Marshall
Experienced Director Portfolio Management with a demonstrated history of working in the…
Experience
Senior Director-portfolio Management
Jun 2006 — Present
Direct point of contact counseling clients and prospects on wealth management strategies including broad asset allocation analysis. Experience also includes financial planning, private banking and family governance. Sub specialty in presentation and public speaking skills related to Behavioral Economics. Activities also include marketing strategy toward unique needs of women as investors and influential demographic.
Education
New York University
BA-
Skills
- Behavioral Finance
- Management
- Investment Advisory
- Fixed Income
- Asset Allocation
- Mutual Funds
- Private Banking
- Hedge Funds
- Wealth Management
- Wealth Management Services
- Investment Management
- Options
- High Net Worth Individuals
- Portfolio Management
- Bonds
- Strategic Financial Planning
- Securities
- Investment Strategies
- Alternative Investments
- Financial Planning
- Equities
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