Building a Bridge into the Future
Springer International Publishing (Verlag)
978-3-030-56016-4 (ISBN)
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Sarah Swammy is a Senior Vice President and Chief Operating Officer for Wholesale Regulatory Control at Wells Fargo. She joined Wells Fargo in July 2019 from State Street Global Markets, where she was a senior managing director and chief operating officer for both State Street Global Markets, LLC, and the parent company, State Street Bank and Trust. She has 20 years of experience in organizational transformation, regulation and governance, sales and trading, human resources, and information risk management across multiple products and businesses in global capital markets. She has held leadership positions at BNY Mellon and compliance positions at Deutsche Bank Securities, Inc., CSFB, and Barclays Capital, Inc. She currently serves on the New York Institute of Technology Business Advisory Board. Sarah is the executive editor and contributing author of The Capital Markets: Evolution of the Financial Ecosystem, author of Governance Compliance and Supervision of the Capital Markets and author of Crypto Uncovered: The Evolution of Bitcoin and the Crypto Currency Marketplace. She is an adjunct instructor at New York University's School of Professional Services, USA.
Introduction.- Chapter 1. What is Wealth Management?.- Chapter 2. Constructing Your Financial Plan.- Chapter 3. A Review of Traditional Wealth Management Products.- Chapter 4. Retirement Plans.- Chapter 5. Multigenerational Planning.- Chapter 6. Special Purpose Accounts.- Chapter 7. Special Needs Accounts.- Chapter 8. An Introduction to Insurance.- Chapter 9. Alternative Investments Part I: Hard Assets and Alternative Investments.- Chapter 10. Alternative Investments Part II: Precious Metals and Cryptocurrency.
Erscheint lt. Verlag | 13.8.2025 |
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Zusatzinfo | Approx. 160 p. 13 illus., 3 illus. in color. |
Verlagsort | Cham |
Sprache | englisch |
Maße | 155 x 235 mm |
Themenwelt | Wirtschaft ► Betriebswirtschaft / Management ► Finanzierung |
Wirtschaft ► Volkswirtschaftslehre ► Finanzwissenschaft | |
Schlagworte | Alternative Investments • Budgeting • Financial Planning • Investment • Investment Strategy • Money Management • retirement plans • Wealth Management |
ISBN-10 | 3-030-56016-3 / 3030560163 |
ISBN-13 | 978-3-030-56016-4 / 9783030560164 |
Zustand | Neuware |
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