Internal Wholesaler@ PGIM
New York, New York, United States
Brendan M. Carroll
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Providence College
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FlashIntel GPT
Tell me more about Brendan M. Carroll?
FlashIntel GPTBrendan M. Carroll is a highly skilled professional with 10.4 years of experience in finance, equities, capital markets, and wealth management. He is proficient in Microsoft Office, teamwork, social media, and Microsoft Excel. Brendan has a strong background in financial advisory, leadership, valuation, public speaking, research, and customer service. Currently, he works as a Relationship Officer at HSBC Private Banking in the United States. Throughout his career, he has held various positions at HSBC, Morgan Stanley, and ADP, gaining valuable experience in the financial services industry.
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Emails and Phone Numbers
About
Relationship Officer at HSBC Private Banking
Work Experience
Internal Wholesaler
Financial Services
Brendan M. Carroll's Professional Milestones
- Fininancial Advisor Intern (2013-07-01~2013-08-01): Assisted clients in their decision-making process, gaining valuable experience in complex business operations.
- Avp Relationship Officer (2017-06-01~2020-10-01): Building strong partnerships with key stakeholders, driving success and enhancing the company's reputation.
Education
Economics,
Finance,
Bachelors,
Bachelor Of Science,
Finance And Economics
2012-2016Skill
Finance
Equities
Capital Markets
Wealth Management
Microsoft Office
Teamwork
Social Media
Microsoft Excel
Financial Advisory
Leadership
Valuation
Public Speaking
Research
Powerpoint
Customer Service
Certification
Colleagues
Li Cheng, CFA, FRM, FSA, MAAA
Chief Financial Officer | PGM Portfolio Advisory
Howard "Kevin" Shetter
Special Assistant To The Chief Executive Officer
Mariama Perry
Deputy Chief Of Staff | President And Chief Executive Officer
David Hunt
President And Chief Executive Officer | PIG The Investment Management Business Of Prudential Financial Inc
David Hunt
President | Chief Executive Officer
Other Named Brendan M. Carroll
Frequently asked questions
We found 3 Brendan M. Carroll's email addresses
We found 2 Brendan M. Carroll's phone numbers
Brendan M. Carroll's social media include: Linkedin,
Brendan M. Carroll works for PGIM
Brendan M. Carroll's role in PGIM is Internal Wholesaler
Brendan M. Carroll works in the industry of Financial Services
Brendan M. Carroll's colleagues are Li Cheng, CFA, FRM, FSA, MAAA,Howard "Kevin" Shetter,Mariama Perry
Brendan M. Carroll's latest job experience is Internal Wholesaler at PGIM
Brendan M. Carroll's latest education in Providence College
