Elisheva Defeo's Location
West Hartford, CT, US
Elisheva Defeo's Work
- Senior Portfolio Manager @ YHB Investment Advisors
- Associate Wealth Management Advisor @ Northwestern Mutual
- Private Client Specialist @ Fidelity Investments
- Senior Registered Associate @ Morgan Stanley
Elisheva Defeo's Education
- Southern New Hampshire University
Master of Business Administration - MBA
- Western New England University
- Western New England University
Bachelor of Business Administration - BBA (Business Administration and Management, General)
Elisheva Defeo's Skills
- Series 63
- Design
- Retirement Planning
- Microsoft Office
- Business Analysis
- Wealth Management
- Financial Analysis
- MBA
- Series 65
- Disability Insurance
Elisheva Defeo's Summary
Elisheva Defeo, based in West Hartford, CT, US, is currently a Senior Portfolio Manager at YHB Investment Advisors, Inc., bringing experience from previous roles at Northwestern Mutual, Fidelity Investments and Morgan Stanley. Elisheva Defeo holds a Master of Business Administration - MBA @ Southern New Hampshire University. With a robust skill set that includes Series 63, Design, Retirement Planning, Microsoft Office, Business Analysis and more, Elisheva Defeo contributes valuable insights to the industry. Elisheva Defeo has 2 emails and 1 mobile phone number on RocketReach.
5 free lookups per month.
No credit card required.
If you need more lookups,
subscriptions start at $48 USD/month.
Not the Elisheva Defeo you were looking for?
Find contact details for 700 million professionals.
Top YHB Investment Advisors Employees
-
14
-
23
-
33
-
View
Paul Martel
President+2 Current Positions at YHB Investment Advisors
Weatogue, Connecticut, United States35+ -
41
-
12
-
25+
-
45+
-
24
-
34
-
13
-
11
-
ViewNeil Kelleher
Chief Investment Officer at YHB Investment Advisors
Hartford, Connecticut, United States11 -
31
-
45
How It Works
Get a Free Account
Sign up for a free account. No credit card required. Up to 5
free lookups / month.
Search
Search over 700
million verified professionals across 35 million companies.
Get Contact Info
Get contact details including emails and phone numbers
(business & personal).
G2Crowd Trusted
300K+
Plugin Users
