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Inez M Louzonis

from Naples, FL
Age ~50

Inez Louzonis Phones & Addresses

  • Naples, FL
  • 211 N End Ave APT 19E, New York, NY 10282 (516) 767-0306
  • Manhasset, NY
  • 282 Cedar St, Cohasset, MA 02025 (781) 923-1599
  • Brooklyn, NY
  • Chestnut Hill, MA
  • Charlotte, NC
  • Philadelphia, PA
  • Graymont, IL
  • Nassau, NY
  • 4 Luquer Rd, Manhasset, NY 11030 (516) 767-0306

Work

Company: Merrill lynch latin america wealth management May 2010 Position: Director, cfo

Education

Degree: BA School / High School: Boston College 1992 to 1996 Specialities: Economics; Elementary Ed

Skills

Wealth Management • Portfolio Management • Series 7 • Securities • Series 63 • Financial Services • Finance • Mutual Funds • Investments • Risk Management • Fixed Income • Retirement Planning • Banking • Equities • Alternative Investments • Asset Management • Finra • Investment Strategies • Financial Planning • Asset Allocation • Options • Series 24 • Incentive Programs • Investment Advisory • Capital Markets • Derivatives • Hedge Funds • Sales Management • Financial Risk • Trading • Bloomberg • Etfs • Investment Banking • Asset Managment • Trading Systems • Relationship Management • Bonds • Financial Advisory • Financial Markets • Strategic Financial Planning • Equity Trading • Investment Management

Industries

Financial Services

Resumes

Resumes

Inez Louzonis Photo 1

Managing Director

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Location:
282 Cedar St, Cohasset, MA 02025
Industry:
Financial Services
Work:
Merrill Lynch Latin America Wealth Management since May 2010
Director, CFO

Bank of America Apr 2009 - Sep 2010
SVP, Business Finance Officer Philanthropic Management

Bank of America Oct 2006 - Apr 2009
SVP, Global Wealth and Investment Management Compensation and Analytics Executive

Bank of America Investments Aug 2004 - Oct 2006
VP, Sales Incentives Manager

Quick & Reilly, Inc. Nov 2000 - Aug 2004
Sales Incentives Manager, AVP
Education:
Boston College 1992 - 1996
BA, Economics; Elementary Ed
MHS
Skills:
Wealth Management
Portfolio Management
Series 7
Securities
Series 63
Financial Services
Finance
Mutual Funds
Investments
Risk Management
Fixed Income
Retirement Planning
Banking
Equities
Alternative Investments
Asset Management
Finra
Investment Strategies
Financial Planning
Asset Allocation
Options
Series 24
Incentive Programs
Investment Advisory
Capital Markets
Derivatives
Hedge Funds
Sales Management
Financial Risk
Trading
Bloomberg
Etfs
Investment Banking
Asset Managment
Trading Systems
Relationship Management
Bonds
Financial Advisory
Financial Markets
Strategic Financial Planning
Equity Trading
Investment Management
Inez M Louzonis from Naples, FL, age ~50 Get Report