Anne K Bucciarelli from New York, NY, age 44

Anne Bucciarelli Phones & Addresses

New York, NY
1710 Arden Pl, Joliet, IL 60435 • 815 370-9898
1710 Arden Pl, Joliet, IL 60435 • 815 471-9013

Work

Company:

Bernstein private wealth management
May 2018
Position:

Head of philanthropy, co-head of family engagement

Education

Degree:

Bachelors, Bachelor of Business Administration
School / High School:

Loyola University Chicago
1999 to 2002
Specialities:

Information Systems, Finance

Skills

Financial Modeling • Investments • Portfolio Management • Asset Allocation • Risk Management • Asset Management • Investment Strategies • Alternative Investments • Wealth Management • Investment Management • Equities • Hedge Funds • Fixed Income • Financial Analysis • Financial Services • Capital Markets • Financial Advisory • Analysis • Management • Private Equity • Securities • Venture Capital • Series 63 • Series 7 • Financial Planning

Ranks

Certificate:

Chartered Financial Analyst

Industries

Investment Management

Resumes

Head Of Philanthropy, Co-Head Of Family Engagement

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Location:

New York, NY

Industry:

Investment Management

Work:

Bernstein Private Wealth Management
Head of Philanthropy, Co-Head of Family Engagement
Bernstein Private Wealth Management Dec 2014 - May 2018
Vice President and Director
Bernstein Private Wealth Management Aug 2010 - Nov 2014
Associate Director - Wealth Planning and Analysis
Bernstein Private Wealth Management Dec 2008 - Jul 2010
Senior Investment Planning Analyst
Bernstein Private Wealth Management Feb 2004 - Sep 2006
Senior Private Client Associate

Education:

Loyola University Chicago 1999 - 2002
Bachelors, Bachelor of Business Administration, Information Systems, Finance Loyola University Chicago 2001 - 2001
Bachelors, Bachelor of Business Administration, Management

Skills:

Financial Modeling
Investments
Portfolio Management
Asset Allocation
Risk Management
Asset Management
Investment Strategies
Alternative Investments
Wealth Management
Investment Management
Equities
Hedge Funds
Fixed Income
Financial Analysis
Financial Services
Capital Markets
Financial Advisory
Analysis
Management
Private Equity
Securities
Venture Capital
Series 63
Series 7
Financial Planning

Certifications:

Chartered Financial Analyst
162977

Facebook

Anne Bucciarelli

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Friends:

Frederic Aubrun, Elodie Gougeon, Bernard Popieul

Classmates

Joliet Catholic Academy, ...

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Graduates:

Anne Bucciarelli (1994-1998),
Julie Burkhart (1994-1998),
Yubrea Rivers (1994-1998),
Kathryn Staab (1995-1999),
Richard Fonck (1996-1996)