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PER, Private Equity Recruitment

London, United Kingdom

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Major, Lindsey & Africa

New York, New York

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University of California Davis

Sacramento, California

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Ameriprise Financial, Inc.

Boston, Massachusetts

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University of California Davis

Sacramento, California

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Major, Lindsey & Africa

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East Texas Electric Cooperative

Nacogdoches, Texas

BNY Mellon

New York, New York

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University of California Davis

Sacramento, California

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Cook Children's Health Care System

Fort Worth, Texas

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Cook Children's Health Care System

Fort Worth, Texas

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University of California Davis

Sacramento, California

PER, Private Equity Recruitment

London, United Kingdom

Ameriprise Financial, Inc.

Boston, Massachusetts

PIMCO

Newport Beach, California

Schroders Investment Management

London, United Kingdom

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Rockwell Automation

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Fiserv

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WALGREENS

Chandler, Arizona

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Deloitte

New York, New York

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Investment Counsellor
Key responsibilities: Provide client portfolio advisory to private wealth clients on multi-asset classes including equities, fixed incomes, funds, and structured products based on house view. Lead discussion with clients along with relationship managers with focus on effectively delivering multi-asset ideas aiming to maximize client's portfolio performance consistent with client's objective and risk profile. Act as the second point of contact by offering market views, planning and execution of investment strategies to private wealth clients. Monitor client portfolios for performance, appropriateness and investment opportunities. Assist relationship managers to serve sophisticated client and keep abr


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