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Joseph Saldana Global Chief Operating Officer of Financial Firms
Annapolis MD
Chief Operating Officer for world renowned global financial companies with expertise in Wealth Management, Private Equity, Banking and Asset Management with over 20 years of deep and broad operating experience to introduce efficiencies, enhanced client services and generating organic & inorganic growth.
Wealth Analytica – Retirement Reporting and Analytics
StratWealth Management Group – Wealth Management
Pinnacle Advisory Group – Wealth Management
C Change Investments – Private Equity
Lehman Brothers – Asset Management
Deutsche Bank – Banking and Asset…
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Private Equity
Cross-functional Team Leadership
Team Leadership
Financial Modeling
Investments
Retirement Planning
Asset Managment
Wealth Management Services
Operational Excellence
Revenue & Profit Growth
Member since July 2024
Areas of Expertise
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JS$2/min per minuteNew ArrivalGlobal Chief Operating Officer - Finance IndustryJoseph Saldana • Annapolis MDCreated 10 months ago in Business / StrategyHighly effective and results oriented Global Chief Operating Officer with a strong track-record of success enhancing the enterprise value of both large and small organizations. With over 20 years of progressive experience enhancing Growth and Operating Efficiency as well as a profound expertise in repositioning firms within the competitive landscape. The expertise includes business divestitures, strategic acquisitions, business reengineering and lift-outs. Extensive expertise in Project Management, Technology and Compliance leverages my ability to deliver insightful and meaningful leadership to key stakeholders.Joseph Saldana Annapolis MDNew Arrival
Private Equity
Cross-functional Team Leadership
Team Leadership
Financial Modeling
Investments
Retirement Planning
Asset Managment
Wealth Management Services
Operational Excellence
Revenue & Profit Growth
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