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Eric Mandell Location
Chicago, IL, US
Eric Mandell Work
Director | Institutional Relationship Management @ (December 2021 - Present)
Director, Client Relationship Management, Institutional Sales and Service @ (April 2017 - December 2021)
Relationship Manager @ (January 2012 - April 2017)
Senior Analyst @ (January 2011 - January 2012)
Client Services Analyst @ (January 2010 - January 2011)
Senior Associate @ (January 2005 - January 2010)
Intern @ (January 2002 - January 2004)
Intern @ Aquarian Partners (January 2002 - January 2004)
Eric Mandell Education
CFA Institute
Chartered Financial Analyst
2014
Gies College of Business - University of Illinois Urbana-Champaign
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 Chartered Financial Analyst @ 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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