NY Metro Ascend: Opportunity Knocks: Demystifying the Wealth Management Professional

NY Metro Ascend: Opportunity Knocks: Demystifying the Wealth Management Professional

On June 20, 2012, Ascend NY Metro and Bank of New York Mellon Wealth Management hosted an exciting seminar on various roles available within a Wealth Management career. The seminar was held at the Bank of New York Mellon office. There was a panel discussion moderated by Christine Park, Senior Director of Portfolio Management. The panelists were:

Yani Lee, Senior Portfolio Officer

Peter Angelica, Senior Private Banker

Edward Pennfield, Senior Director

Thomas Lee, Investment Research Analyst

Terrence Yanni, Senior Director of Sales

Some of the key takeaway points include focusing on long term investment in your career and realizing that one’s career path is not necessarily a straight line.

Additionally, the panelists discussed some skills necessary for a career in wealth management. These skills include effective presentation skills, strong writing, speaking and listening skills. As wealth management is a client serving industry, attention to detail and being aware of others’ needs are essential for a successful career.

The seminar was followed by a networking session in which the attendees had opportunities to further connect with each other and the panelists.

 A thank you to Jin Qiu for the great pictures!