EFTA00283671.pdf PDF
Portfolio Value Report by Account - As of 5/31/2013 As of 5/31/2013 6/30/2013 Page 1 Security …
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EFTA00590198.pdf PDF
Jeffrey Roy Biography Jeffrey Roy is the Senior Portfolio Manager of Pridemark Management, responsible for the sourcing, R&D and implementation of the fund manager's portfolio of return strategies. Mr. Roy brings 20 years of asset management and trading…
EFTA01010272.pdf PDF
From: aziza alahmadi czi To: "jeffrey E." Subject: Re: Adibs PORTFOLIO.pdf Date: Mon, 11 Jun 2018 20:22:16 +0000 Ok . I will. Regards, Aziza Sent from my iPhone On Jun 12, 2018, at 12:16 AM…
EFTA00587806.pdf PDF
…Road Frankfort, IL 60423 SUMMARY Accomplished professional with over 17 years of broad based tax experience with a specific focus on high net worth individuals, estate and income tax planning as well as wealth and investment portfolio planning. Exceptional leader…
EFTA00236254.pdf PDF
…like it will be 10k even. We will be in touch later today to confirm the pick-up instructions. Best, Lyle Lyle Casriel Senior Vice President — Investments Private Wealth Advisor I Portfolio Manager Advisor). It Brokerage Services UBS Financial Services…
EFTA01137126.pdf PDF
…Formerly, Van Beuren Management, Inc.) fiet,..t. N(:v. .-0 A full service single family office that provides accounting, tax, financial and investmentzworting,Vritministration, portfolio management, private equity oversight, facilities management, insurance ancit?Soncierge2ts…
EFTA00236253.pdf PDF
…We will be in touch later today to confirm the pick-up instructions. Best, Lyle Lyle Casriel Senior Vice President — Investments Private Wealth Advisor I Portfolio Manager Advisory & Brokerage Services UBS Financial Services Inc. Private Wealth Management 299 Park Avenue…
EFTA00143692.pdf PDF
…DETENDEZ-VOUS. Archive En savoir plus Spam Deleted Items ". Less Executive Assistant to Jeffrey E…
EFTA00577874.pdf PDF
…who did not have the experience in Japanese gardening however he gave us several leads which resulted in the portfolio from Kirusu. • I am beginning to screen the last of the resumes for household couples/managers that are in the…
EFTA01196257.pdf PDF
…banking ♦ Perform bank and brokerage reconciliation ♦ Review monthly closings of 20+ entities ♦ Review data and reports generated by portfolio accounting software ♦ Prepare financial reports for partners ♦ Perform accounting for commercial aircraft leasing…
EFTA00611169.pdf PDF
…449.6460 w QUALIFICATIONS PROFILE - Multifaceted, results-oriented executive, offering comprehensive accounting and finance experience: with focus on tax planning and compliance, financial reporting, investment portfolio administration, performance reporting, gift & estate planning, trust administration, private foundation…
EFTA00587830.pdf PDF
…Present • Manage investments for offshore trusts and companies and onshore entities. Review investments and entity structure with family members. Full analysis of investments and performance to date and re-balance of portfolio. Seek out, analyze and make recommendations on potential…
EFTA01221966.pdf PDF
…long-term gain — from disposition of interest in a partnership Box 10 : Other income (loss) Code A : Other portfolio income (loss) 1 Income or loss from REMIC — residual holder 2 Excess inclusion from REMIC 3 Section 212 expense from REMIC…
EFTA00317449.pdf PDF
…the employee should have been told they are underperforming so they have the opportunity to improve. I believe I am one the most knowledgeable equity traders around who can speak on a fundamental bases with a portfolio manager or trader…
EFTA00584588.pdf PDF
…jurisdictions • Implemented new legal entity structure to achieve tax optimization for family members • Assist principal family member in analysis and selection of portfolio investments • Monitor monthly close process in conjunction with external administrator • Correspond directly with and guide family members…
EFTA00143694.pdf PDF
…bed?? and track 0,81629 …
EFTA00295542.pdf PDF
…focus Focus on individual businesses as individual investments with thorough diligence Manage partnership positions in public equities as if they were minority investments in private companies …
EFTA01221900.pdf PDF
…disposition of interest in a partnership 4 Total box 9c Box 11 : Other income (loss) Code A : Other portfolio income (loss) 1 Income or loss from REMIC — residual holder 2 Excess inclusion from REMIC 3 Section 212 expense from REMIC …
EFTA00721455.pdf PDF
…Controller #1230 $150,000.00 General Accounting Manager #1445 $150,000.00 Chief Operations Officer (COO) #1460 $150,000.00 Regional Asset/Portfolio Manager …
EFTA01115518.pdf PDF
…worked on the research and development of high and medium frequency statistical arbitrage models. Yansi started to run his own models as a portfolio manager for IVC America (2009 - 2010) and Millennium Partners LP (2010-2012) before he joined Boothbay.…
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