Oz Torres

Vice President, Relationship Manager Family Office

Role
Vice President, Relationship Manager Family Office at Bny Wealth
Location
Irvine, CA, US
LinkedIn followers
500 followers
Finance & AccountingView LinkedIn profile

Experience

  1. Vice President, Relationship Manager Family Office

    Bny Wealth

    Nov 2019 — Present · Newport Beach, CA, US

Education

  • Baruch College

    Bachelor of Business Administration (BBA)

Skills

  • Bloomberg
  • Credit
  • Client Relations Skills
  • Alternative Investments
  • Business Development
  • Client Service Oriented
  • Asset Management
  • Portfolio Management
  • Loans
  • Fixed Income
  • Business Strategy
  • Trading Systems
  • Asset Allocation
  • Banking
  • Mutual Funds
  • Client Services
  • Trading
  • Management
  • Hedge Funds
  • Financial Services
  • Securities
  • Electronic Trading
  • Equities

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Oz Torres — Vice President, Relationship Manager Family Office at Bny Wealth in Irvine, CA, US | Unifers