Eric Mandell Email & Phone Number
Director | Institutional Relationship Management @ Columbia Threadneedle Investments
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Eric Mandell Location
- Chicago, IL, US
Eric Mandell Work
- 2021 -now Director | Institutional Relationship Management @
- 2017 -2021 Director, Client Relationship Management, Institutional Sales and Service @
- 2012 -2017 Relationship Manager @
- 2011 -2012 Senior Analyst @
- 2010 -2011 Client Services Analyst @
- 2005 -2010 Senior Associate @
- 2002 -2004 Intern @
- 2002 -2004 Intern @ Aquarian Partners
Eric Mandell Education
- CFA Institute
(Chartered Financial Analyst)
2014 - Gies College of Business - University of Illinois Urbana-Champaign
BS (BS, Finance)
2001-2005
Eric Mandell Skills
- Series 7
- Series 63
- Investments
- Portfolio Management
- Valuation
- Asset Allocation
- DCF
- Equities
- Financial Modeling
- Capital Markets
- Fixed Income
- Alternative Investments
- Investment Banking
- Corporate Finance
- Hedge Funds
- Private Equity
- Mutual Funds
- Investment Strategies
- Investment Management
- Securities
- Financial Markets
- Equity Valuation
- Bonds
- Investment Advisory
- Chartered Financial Analyst
- Financial Services
- Trading
- Leadership
- Cfa Level Iii Candidate
- Social Media
- Banking
- Business Analysis
- Sales Management
- Customer Service
Eric Mandell Summary
- Eric Mandell, based in Chicago, IL, US, is currently a Director | Institutional Relationship Management at Columbia Threadneedle Investments, US. Eric Mandell brings experience from previous roles at BMO Global Asset Management and Russell Investments. Eric Mandell holds a CFA Institute. With a robust skill set that includes Series 7, Series 63, Investments, Portfolio Management, Valuation and more. Eric Mandell has 2 emails and 1 mobile phone numbers on RocketReach.
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