Sylwia Koc-Marano

Sylwia Koc-Marano

Portfolio Manager-Aktien bei Geller Advisors LLC

Finance
Consumer Services

Profil

Ms. Sylwia Koc-Marano is a Director at Geller Advisors LLC.
She brings over twenty years of experience helping high net worth individuals and families manage their financial planning, investment, trust administration, financial management, and comprehensive reporting needs.
She advises clients on how to integrate their extensive financial needs and desires in order to develop financial plans and comprehensive reporting packages.
She oversees implementation of the plan, working across advisory teams such as investment, tax, and financial management, to ensure all client goals are achieved.
Prior to joining Geller Advisors in 2004, Ms. Koc-Marano was a Financial Advisor at JPMorgan Chase & Co. providing financial solutions for small and midsize businesses, including banking, financing and debt restructuring services.
She received a BBA with a concentration in Finance from Pace University, and is a Certified Financial Planner.
Additionally, she passed Level I of the Chartered Financial Analyst program.

Aktive Positionen von Sylwia Koc-Marano

UnternehmenPositionBeginn
Portfolio Manager-Aktien 01.01.2004
Alle aktiven Positionen von Sylwia Koc-Marano

Ausbildung von Sylwia Koc-Marano

Pace University Undergraduate Degree

Erfahrungen
Besetzte Positionen

Aktive

Inaktive

Börsennotierte Unternehmen

Private Unternehmen

Sehen Sie sich die Erfahrung von Sylwia Koc-Marano im Detail an

Beziehungen

13

Beziehungen ersten Grades

2

Unternehmen ersten Grades

Herr

Frau

Aufsichtsräte

Führungskräfte

Sehen Sie sich das persönliche Netzwerk an

Unternehmensverbindungen

Private Unternehmen1

Finance

Sehen Sie sich die Unternehmensverbindungen an
  1. Börse
  2. Insiders
  3. Sylwia Koc-Marano