| Notes |
Private Banking
Company NameCredit Suisse
Dates EmployedJul 2010 – Nov 2011
Employment Duration1 yr 5 mos
Solicited and developed client relationships across industries and geographies, targeting high net worth and ultra high net worth individuals. Advised entrepreneurs, top executives, and wealthy families on investment strategy, providing comprehensive solutions ranging from asset allocation to estate planning, including tax-advantaged philanthropic vehicles such as family foundations, donor-advised funds, and charitable trusts. |