Lucy Pelsma Email & Phone Number
Vice President, Marketing @ Stadion Money Management
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Lucy Pelsma Location
- Boston, MA, US
Lucy Pelsma Work
- 2018 -now Vice President, Marketing @
- 2014 -now Strategic Alliance Marketing Manager @
- 2017 -2018 Principal, Institutional Marketing @
- 2011 -2013 Senior Associate @ Sankaty Advisors, LLC (affiliate of Bain Capital)
- 2010 -2011 AVP, Manager Institutional Sales @
- 2002 -2010 Assistant Portfolio Manager @
Lucy Pelsma Education
- Boston College - Wallace E. Carroll Graduate School of Management
MBA (Marketing)
2005-2008 - Wheaton College Massachusetts
B.A. (Economics)
1998-2002 - Carrabec High School 1995-1998
Lucy Pelsma Skills
- Mutual Funds
- Investments
- Equities
- Asset Management
- Portfolio Management
- Fixed Income
- Hedge Funds
- Alternative Investments
- Bloomberg
- Financial Modeling
- Series 7
- Financial Analysis
- Valuation
- Asset Allocation
- Private Equity
- Financial Services
- Investment Management
- Due Diligence
- Capital Markets
- Securities
- Wealth Management
- Relationship Management
- Risk Management
- Investment Advisory
- Investment Banking
- Series 63
- Investment Strategies
- Public Speaking
- Event Planning
- Program Manager
- Partnership Marketing
- Marketing
- Training
- Customer Service
- Project Management
Lucy Pelsma Summary
- Lucy Pelsma, based in Boston, MA, US, is currently a Vice President, Marketing at Stadion Money Management. Lucy Pelsma brings experience from previous roles at Financial Engines, Sankaty Advisors, LLC (affiliate of Bain Capital) and OFI Institutional Asset Management. Lucy Pelsma holds a 2005 - 2008 MBA in Marketing @ Boston College - Wallace E. Carroll Graduate School of Management. With a robust skill set that includes Mutual Funds, Investments, Equities, Asset Management, Portfolio Management and more. Lucy Pelsma has 2 emails and 1 mobile phone numbers on RocketReach.
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Lucy Pelsma
Vice President, Marketing
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