Abbie Monahan's Professional Contact Details

HQ
+1 646-791-3414
Location
Boston, Massachusetts

Abbie Monahan's Current Company Details

BNY Mellon Wealth Management is one of the nation's top 10 wealth managers. Combining the strengths of a global financial leader with the care and commitment of a small firm, we draw upon leadership in all wea...
BNY Mellon Wealth Management is one of the nation's top 10 wealth managers. Combining the strengths of a global financial leader with the care and commitment of a small firm, we draw upon leadership in all wealth management disciplines, offering an extensive range of resources that are customized to serve the unique needs of each client. We believe that preserving wealth is just as important as creating it. That's why we bring exceptional knowledge and innovative wealth management solutions to high net worth individuals, family offices, planned giving programs, endowments and foundations. Our practice of applying expert capabilities consistently for each client's individual circumstance has resulted in a high level of client satisfaction and enduring relationships that span market cycles and generations.*BNY Mellon Wealth Management conducts business through various operating subsidiaries of The Bank of New York Mellon Corporation.
wealth management
investment management
wealth
estate planning
private banking
endowments & foundations
family office services
planned giving services
global custody
generational wealth transfer
business transitions
financial services
law practice
legal services

Abbie Monahan's Work History and Education

BNY Mellon Wealth Management
Portfolio Analyst
2016 - Present
Boston Financial Management, LLC
Document Management Assistant
2012 - 2016 • 4 years
Cradles to Crayons
Community Outreach Intern
2012 - 2012 • 2 months

Frequently Asked Questions about Abbie Monahan


What company does Abbie Monahan work for?

Abbie Monahan works for BNY Mellon Wealth Management.

What is Abbie Monahan's role at BNY Mellon Wealth Management?

Abbie Monahan's role at BNY Mellon Wealth Management is Senior Portfolio Analyst.

What is Abbie Monahan's email address?

Abbie Monahan's email address is a**@bnymellonwealth.com.

What is Abbie Monahan's business email address?

Abbie Monahan's business email address is a**@bnymellonwealth.com.

What is Abbie Monahan's HQ phone number?

Abbie Monahan's HQ phone number is +1 646-791-3414.

What industry does Abbie Monahan work in?

Abbie Monahan works in the Financial Services industry.

Who are Abbie Monahan's colleagues?

Abbie Monahan's colleagues are Alicia Levine, Aliona Jordhani, Alison Ward, Andrew Daniels and more.
Head of Equities, Trading, Capital Markets & Vice Chair, Investment Strategy Committee
Supervisor of NAV Operations
Senior Vice President, Senior Wealth Director
Team Leader II - Free Processing
Senior Wealth Strategist

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