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Cetera Financial Group | Home | Icebreaker

Cetera Financial Group | Home

Cetera Financial Group | Home

Cetera Financial Group empowers financial advisors for client success and business growth.

26 members

Contact info

Link

cetera.com

Members

Douglas P. Welch, Jr. CIMA®, AIFA®

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I am a business development professional with over 20 years of experience in the sales and distribution of investment management strategies, products and platforms. Specific areas of expertise include multi-asset, multi-manager model portfolios with a proficiency in dynamic, tactical and alternative model strategies. Product experience includes SMAs, mutual funds and ETFs with an in-depth knowledge of advisory services, UMAs and technology. I enjoy the development, implementation and execution of a strategic plan designed to improve client outcomes. Focused on providing solutions to financial advisors, HNW wealth management teams, and financial intermediaries including: Institutions, Wirehouses, Broker-Dealers, Banks, RIAs, TAMPS and Custodians.

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Domains: Data, Finance, Treasury, Treasury Trading, Risk, Libor, XVA Specialties: Function Head, Programme Director, Engagement Manager, Technical Consultant, Architect Managing Director at Morgan Stanley, Deutsche Bank and UBS Bank as global department head across Treasury, Finance, Data, Treasury Trading and Counterparty Risk. Expert and detailed domain and technical knowledge across these functions and understanding of the front-to-back workings of complex Banks. Adept and experienced at running departments of over 1000 staff and budgets over £300m. Built large and multi-disciplined teams in London, Frankfurt, Zurich and New York and managed the outsourcing and offshoring of large functions to Asia and Eastern Europe. Established large technical teams, sometimes from scratch in Bucharest, Budapest, Glasgow, Montreal, Mumbai, Bangalore and Pune. Track record of defining critical bank strategies and architectures across Data, Finance, Risk and Treasury and then taking these strategies through to established delivery programs and business adoption. Strong consulting and entrepreneurial business skills from 6 years as Head of Capital Markets at two consultancies, including technical leadership of two very large and groundbreaking initiatives at London Clearing House and BACS Payments (Voca). Detailed, complex engineering skills and large program delivery experience from 10 years as Oil and Gas Platform Engineering Lead. Chartered Structural Engineer responsible for design, analysis, fabrication and installation of numerous very large deep-sea platforms in the North Sea, Egypt, Congo, Italy and Norway.

Ajaiyanand (AJ) Rajendran

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With over 5+ years of experience in strategy and operations, I specialize in turning data into actionable insights that drive business growth. I’m passionate about strategic planning, process optimization, and using automation to streamline decision-making. I thrive in cross-functional collaborations, working closely with teams to understand challenges and implement data-driven solutions that make a real impact.

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I am a web developer in South Florida focusing mainly on SEM and Website Development, as well as SEO and other web technologies including, but not limited to, HTML, CSS, Javascript, Bootstrap and Wordpress.

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Experienced financial writer and sales professional with a strong background in investment management, particularly value investing, and client services. Proven track record of supporting sales teams through marketing material preparation, CRM management, client coordination, and data handling. Brings sales management experience, including team leadership, retail operations oversight, and expertise in merchandising, inventory control, and customer service. Holds Series 6 and 63 licenses. I look forward to connecting with you!

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Business Operations @ Bridge

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Influential leader with extensive experience in executive, internal and corporate communications that spans a variety of industries. Excels at strategizing effective communication plans, clarifying complex topics and breaking down communication barriers during times of change and rapid growth. Expertise in producing clear, engaging communications that align with a company’s strategic priorities, brand, culture and promise to employees. Known for connecting information, strategy, tactics and experiences. Communication Strategy | Executive Communications | Change Management | Crisis Communications Internal & External Communications | Corporate Culture & Branding | Key Message Development Employee Experience & Engagement | CSR & Community Relations | Leadership & Coaching

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Senior financial services executive with extensive financial, operational, corporate development and strategy experience. Twenty years’ experience in financial services industry, with a particular focus on broker-dealers, wealth management, asset management, financial technology, and credit-oriented businesses. Broad investment banking background, with extensive experience in mergers and acquisitions and capital markets transactions.

Christopher Whinfrey

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Developer of decentralized applications