Profil
Prior to joining Ipswich, Ms. Santeusanio was employed by A.G.
Edwards and Sons from October 1998 to January 2002 as an Operations Associate for the Operations Dept, her responsibilities included supporting Financial Consultants and administrative staff by processing investment sales activity.
She also served as the liaison between the Financial Consultants and the home office investment-trading group for any operations-related questions.
In addition, she processed mutual fund, option and stock trades and generated monthly reports for branch management detailing Financial Consultant account activity.
She also processed all new accounts opened by Financial Consultants.
Prior to this position, Ms. Santeusanio served as a Financial Associate at A.G.
Edwards from 1998 to 2000.
She supported the assistant branch manager and two Financial Consultants in managing their investment consulting business by providing customer service and operations support to their clients and internal staff.
Anciens postes connus de Annemarie Santeusanio
| Sociétés | Poste | Fin |
|---|---|---|
Ipswich Investment Management Co., Inc.
 Ipswich Investment Management Co., Inc. Investment ManagersFinance Founded in 1986, Ipswich Investment Management Co., Inc. is a registered investment advisor located in Ipswich, Massachusetts. The firm's clients include individuals, families, trusts, corporations, pension plans and profit sharing plans. | Treasurer | 31/08/2008 |
A.G. Edwards & Sons, Inc.
 A.G. Edwards & Sons, Inc. Investment Banks/BrokersFinance A.G. Edwards & Sons, Inc. is a full-service brokerage firm. A.G. Edwards equity research team covers a wide range of industries including: consumer discretionary, consumer staples, energy, financials, health care, industrials, information technology, material, telecommunication services and utilities. They also provide fixed-income research in the utility, auto, banking and finance, and telecom industries. A.G. Edwards was founded in 1887 by General Albert Gallatin Edwards and his son Benjamin Franklin Edwards. They are a broker/dealer subsidiary of A.G. Edwards, Inc. They are a member of the SIPC. | Corporate Officer/Principal | 31/01/2002 |
Expériences
Fonctions occupées
Actives
Inactives
Sociétés cotées
Entreprise privées
Relations
Relations au 1er degré
Entreprises liées au 1er degré
Homme
Femme
Administrateurs
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Sociétés liées
| Entreprise privées | 2 |
|---|---|
Ipswich Investment Management Co., Inc.
Ipswich Investment Management Co., Inc. Investment ManagersFinance Founded in 1986, Ipswich Investment Management Co., Inc. is a registered investment advisor located in Ipswich, Massachusetts. The firm's clients include individuals, families, trusts, corporations, pension plans and profit sharing plans. | Finance |
A.G. Edwards & Sons, Inc.
A.G. Edwards & Sons, Inc. Investment Banks/BrokersFinance A.G. Edwards & Sons, Inc. is a full-service brokerage firm. A.G. Edwards equity research team covers a wide range of industries including: consumer discretionary, consumer staples, energy, financials, health care, industrials, information technology, material, telecommunication services and utilities. They also provide fixed-income research in the utility, auto, banking and finance, and telecom industries. A.G. Edwards was founded in 1887 by General Albert Gallatin Edwards and his son Benjamin Franklin Edwards. They are a broker/dealer subsidiary of A.G. Edwards, Inc. They are a member of the SIPC. | Finance |