Kerrie Lloyd Email & Phone Number
Vice President, Institutional Consultant @ Index Fund Advisors, Inc.
Kerrie Lloyd's Location
California, United States
Kerrie Lloyd's Work
- Vice President, Institutional Consultant @ Index Fund Advisors, Inc.
- ChSNC® @ Multiple Firms Represented
- Vice President @ State Street
- First Vice President, Regional Sales Manager @ BNY Mellon
Kerrie Lloyd's Education
- California State University Fullerton
Bachelor's Degree
1983 - 1987 - The American College of Financial Services
Chartered Special Needs Consultant (Financial Planning and Services)
Kerrie Lloyd's Skills
- Direct Sales
- Regional Planning
- Regional Development
- Institutional Investors
- Financial Planning
- Global Custody
- Alternative Investments
- Mutual Funds
- Securities
- Asset Managment
Kerrie Lloyd's Summary
Kerrie Lloyd, based in California, United States, is currently a Vice President, Institutional Consultant at Index Fund Advisors, Inc., bringing experience from previous roles at Multiple Firms Represented, State Street and BNY Mellon. Kerrie Lloyd holds a 1983 - 1987 Bachelor's Degree @ California State University Fullerton. With a robust skill set that includes Direct Sales, Regional Planning, Regional Development, Institutional Investors, Financial Planning and more, Kerrie Lloyd contributes valuable insights to the industry. Kerrie Lloyd has 5 emails on RocketReach.
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