Investment executive vs chief operating officer

Differences between investment executive and chief operating officer duties and responsibilities

Investment executive example responsibilities.

• Manage nearly USD 20MM in Peruvian equities for select high net worth individuals.
• Create and manage investment securities portfolios optimize to address each client's specific needs using establish asset allocation principles.
• Manage and strengthen customer relationships through cross-selling and up-selling to maximize retention and income generation by contacting existing and prospective customers.
• Profile and sell appropriate equities, bonds and annuities to clients.
• Market and create wealth preservation portfolios to meet specific high-net-worth client needs, using annuities and insurance.
• Provide clients of a major financial institution with investment advice and securities transactions.
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Chief operating officer example responsibilities.

• Manage the RFP process and present investment packages to local and regional lenders to procure acquisition and long term debt financing.
• Develop and integrate care services, achieve and maintain JCAHO accreditation.
• Attain ISO registration, resulting in excellent documentation and adherence to operational and administrative process controls.
• Manage the implementation of a new supply base global ERP system that reduce inventory and enable just-in-time delivery.
• Establish, manage and coordinate activities of this start-up management company specializing in turning around trouble health insurance plans.
• Manage all financial functions including controlling/accounting, board and regulatory reporting, treasury and cash management, and asset/liability management.
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