Meredith Eisen Email & Phone Number
Executive Director - Investment Specialist @ NEOS Investments
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Meredith Eisen Location
- United States
Meredith Eisen Work
- 2024 -now Executive Director - Investment Specialist @
- 2019 -2024 Senior Wealth Strategy Associate @
- 2013 -2019 Senior Client Service Associate @
- 2012 -2013 Investment Associate @
- 2010 -2012 Private Client Associate @
- 2007 -2010 Associate @
- 2003 -2007 Executive Assistant @
Meredith Eisen Education
- California State University-Chico
Psychology
1999-2003
Meredith Eisen Skills
- Financial Advisory
- Portfolio Management
- Investments
- Office Administration
- Series 7
- Intellectual Property
- Alternative Investments
Meredith Eisen Summary
- Meredith Eisen, based in United States, is currently a Executive Director - Investment Specialist at NEOS Investments. Meredith Eisen brings experience from previous roles at UBS, UBS Financial Services Inc, J.P. Morgan and AllianceBernstein. Meredith Eisen holds a 1999 - 2003 Psychology @ California State University-Chico. With a robust skill set that includes Financial Advisory, Portfolio Management, Investments, Office Administration, Series 7 and more. Meredith Eisen has 1 emails on RocketReach.
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