Meredith Eisen Email & Phone Number
Executive Director - Investment Specialist @ NEOS Investments
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Meredith Eisen Location
- United States
Meredith Eisen Work
- Executive Director - Investment Specialist @ (August 2024 - Present)
- Senior Wealth Strategy Associate @ (January 2019 - June 2024)
- Senior Client Service Associate @ (September 2013 - January 2019)
- Investment Associate @ (September 2012 - September 2013)
- Private Client Associate @ (June 2010 - August 2012)
- Associate @ (May 2007 - June 2010)
- Executive Assistant @ (December 2003 - April 2007)
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 and 1 mobile phone numbers on RocketReach.
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