Emily Sweet Email & Phone Number
Vice President, Portfolio Advisor @ Wellington Management
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Emily Sweet Location
- Boston, MA, US
Emily Sweet Work
- Vice President, Portfolio Advisor @ (June 2022 - Present)
- VP, Associate Investment Director @ (January 2019 - June 2022)
- VP, Marketing Director @ (September 2017 - December 2017)
- Senior Analyst @ (March 2016 - September 2017)
- Vice President, Product Strategist - Energy and Multi-Asset @ (April 2007 - May 2013)
- Internal wholesaler - US Retail @ (June 2005 - April 2007)
- Retail sales and marketing @ (June 2003 - June 2005)
Emily Sweet Education
- Fairfield University
BS (Economics and French)
2000-2003 - Hamilton College 1998-2000
- Pomfret School 1994-1998
Emily Sweet Skills
- Alternative Investments
- Step
- Portfolio Management
- Microsoft Word
- Project Management
- PowerPoint
- Investments
- Microsoft Excel
- Asset Management
- Business Development
- Fixed Income
- Customer Relationship Management
- Financial Services
- Equities
- Hedge Funds
- Mutual Funds
- Series 7
- Series 63
- Leadership
- Sales
- Bloomberg
- Finance
- Management
- ETFs
- CRM
- Securities
Emily Sweet Summary
- Emily Sweet, based in Boston, MA, US, is currently a Vice President, Portfolio Advisor at Wellington Management. Emily Sweet brings experience from previous roles at Loomis, Sayles & Company, Arnold Worldwide, Cerulli Associates and BlackRock. Emily Sweet holds a 2000 - 2003 BS in Economics and French @ Fairfield University. With a robust skill set that includes Alternative Investments, Step, Portfolio Management, Microsoft Word, Project Management and more. Emily Sweet has 4 emails and 1 mobile phone numbers on RocketReach.
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