deana moruzzi

wealth manager

About

BNY Mellon Wealth Management is among the nation's leading wealth managers, with more than 225 years' experience in providing investment management, wealth and estate planning, and private banking services to financially successful individuals and families, family offices, charitable gift programs, endowments and foundations. It is among the nation's top 10 wealth managers with an extensive network of offices in the U.S. and internationally. Specialties:BNY Mellon Wealth Management's expert capabilities encompass all areas of wealth management and are grounded in centuries of experience. We thoughtfully integrate our capabilities in a way that makes sense for each client, continually expanding our resources to meet future client needs. Our capabilities include: - Investment Management - Wealth and Estate Planning - Private Banking - Asset Servicing and Information Management

Country

united states

City

boston

Industry

financial services

Skill

financial analysis, microsoft excel, powerpoint, teamwork, accounting, public speaking, data analysis, social media, finance

Experience

associate wealth manager

bny mellon wealth management

2016-6 - 2019-2 · 2 yrs 9 mos

wealth manager

bny mellon wealth management

2019-2 - Present · 7 yrs 8 mos

registered administrative assistant

ef financial

2006-5 - 2010-2 · 3 yrs 10 mos

analyst

bny mellon

2010-6 - 2012-4 · 1 yr 11 mos

senior accounting and reporting specialist

bny mellon

2009-6 - 2010-6 · 1 yr 1 mo

relationship manager

bny mellon

2012-4 - 2016-7 · 4 yrs 4 mos

BNY Mellon is a global investments company dedicated to helping its clients manage and service their financial assets throughout the investment lifecycle. Whether providing financial services for institutions, corporations or individual investors, BNY Mellon delivers informed investment management and investment services in 35 countries and more than 100 markets. As of Dec. 31, 2014, BNY Mellon had $28.5 trillion in assets under custody and/or administration, and $1.7 trillion in assets under management. BNY Mellon can act as a single point of contact for clients looking to create, trade, hold, manage, service, distribute or restructure investments. BNY Mellon is the corporate brand of The Bank of New York Mellon Corporation (NYSE: BK). Additional information is available on www.bnymellon.com, or follow us on Twitter @BNYMellon.http://www.bnymellon.com/legal/index.html#social