Portfolio Optimization Team Lead @ (May 2021 - December 2022)
Research Associate @ (August 2019 - May 2021)
SSG Service Support Specialist @ (July 2018 - August 2019)
High Net Worth Service Associate @ (October 2017 - July 2018)
Financial Representative Full Trader @ (August 2016 - October 2017)
Portfolio Manager @ (September 2015 - May 2016)
Regional Center Intern @ (May 2015 - August 2015)
Lead Instructor @ (May 2012 - August 2014)
Ian Round Education
Colorado College
Bachelor of Arts (B.A.) (Mathematical Economics)
2013-2016
NOLS 2012
Ian Round Summary
Ian Round, based in Carbondale, CO, US, is currently a Director, Portfolio Management at Empower. Ian Round brings experience from previous roles at Personal Capital and Fidelity Investments. Ian Round holds a 2013 - 2016 Bachelor of Arts (B.A.) in Mathematical Economics @ Colorado College. Ian Round has 1 emails and 1 mobile phone numbers on RocketReach.
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