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 @ NEOS Investments
2019 - 2024 Senior Wealth Strategy Associate @ UBS Group AG
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2013 - 2019 Senior Client Service Associate @ UBS Group AG

2012 - 2013 Investment Associate @ J.P. Morgan
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2010 - 2012 Private Client Associate @ AllianceBernstein
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2007 - 2010 Associate @ Morgan Stanley
2003 - 2007 Executive Assistant @ Morgan Stanley

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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

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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 2 emails on RocketReach.

Meredith Eisen Emails

Found 2 emails

Meredith Eisen Phone Numbers

Found 1 phone numbers

+1 646-823-XXXX

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Top NEOS Investments Employees

Joe Valdman

Partner at NEOS Investments

Dallas, TX, US
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Ryan Houlton

Head Of Trading at NEOS Investments

New York, NY, US
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Wes Mathews

Senior Managing Director - Head of Investment Strategy at NEOS Investments

Chicago, IL, US
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Christopher Wenner

Executive Director, Research and Product Development at NEOS Investments

Westport, CT, US
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Kiyoko Schmidt

Executive Director - Trading and Operations at NEOS Investments

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Eric Lutz

Executive Director - Investment Specialist at NEOS Investments

Westport, CT, US
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Brian Hoey

Executive Director - Investment Specialist at NEOS Investments

Westport, CT, US
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Jonathan Cohen

Executive Director - Investment Specialist at NEOS Investments

Westport, CT, US
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Thomas Carruthers

Executive Director, Investment Specialist at NEOS Investments

New York, NY, US
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Meredith Eisen

Executive Director - Investment Specialist at NEOS Investments

United States
2
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- neosinvestments.com
1
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Tiffany Moseley

Executive Director - Marketing at NEOS Investments

San Juan Capistrano, CA, US
2
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- neosinvestments.com

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