Portfolio Manager @ (January 2019 - February 2025)
Associate Portfolio Manager @ (January 2015 - December 2018)
Scholarship Committee Member @ (January 2025 - Present)
Fixed Income Trading @ (June 2014 - December 2014)
Research Associate @ (August 2012 - December 2014)
Fixed Income Portfolio Analyst @ (October 2011 - July 2012)
Fixed Income Valuation Analyst @ (October 2008 - October 2011)
Senior Analyst @ (August 2006 - October 2008)
Adrian Engel Education
California Lutheran University
Master of Business Administration - MBA
2019-2022
Yeshiva University
BA (Economics, Pre-Med)
2003-2006
Adrian Engel Skills
Portfolio Management
Fixed Income
Alternative Investments
Valuation
Financial Modeling
Bonds
Investment Management
Asset Allocation
Mutual Funds
Investments
Trading
Asset Management
Derivatives
Securities
Financial Markets
Finance
Capital Markets
Financial Analysis
Hedging
Bloomberg
Excel
Bloomberg Terminal
Fixed Income Analysis
Chartered Financial Analyst
Adrian Engel Summary
Adrian Engel, based in Beverly Hills, CA, US, is currently a Senior Portfolio Manager at RBC Rochdale. Adrian Engel brings experience from previous roles at RBC Rochdale, JVS SoCal and Capital Group | American Funds. Adrian Engel holds a 2019 - 2022 Master of Business Administration - MBA @ California Lutheran University. With a robust skill set that includes Portfolio Management, Fixed Income, Alternative Investments, Valuation, Financial Modeling and more. Adrian Engel has 4 emails and 1 mobile phone numbers on RocketReach.
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