• City National Rochdale* - Manage trading, allocation changes and portfolio rebalancing
• Conduct welcome calls and quarterly review meetings
• Trade complex portfolios
• Address client and FA inquiries
• Stand in for PM when not available
• BA in Finance from University of Massachusetts, Amherst
• MBA in Finance from Fordham University
• Holds Chartered Financial Analyst designation and is a member of the CFA Institute

* City National Rochdale and its associates are not registered or affiliated with Founders Financial Securities.