Mo Osman Email & Phone Number
Portfolio Advisor (Client Portfolio Manager) @ Wellington Management
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Mo Osman Location
- Chicago, IL, US
Mo Osman Work
- 2022 -now Portfolio Advisor (Client Portfolio Manager) @
- 2016 -2022 Real Assets Product Specialist - J.P. Morgan Asset Management Global Alternatives @
- 2014 -2016 Rotational Analyst @
- 2013 -2013 Summer Analyst - Real Estate Banking @
- 2013 -2013 Private Wealth Management Spring Junior Analyst (Intern) @
Mo Osman Education
- Fordham University
Bachelors (Economics, Finance)
2010-2014
Mo Osman Skills
- Venture Capital
- Working with Investors
- Investment Properties
- Business Development
- Real Assets
- Strategic Partnerships
- Investment Management
- Foreign Investment
- Sales
- Alternative Investments
- Hedge Funds
- Private Equity
- Private Credit
- Real Estate
- Leadership
- Teamwork
- Public Speaking
- Economics
- Finance
- Financial Analysis
- Research
- Statistics
- Data Analysis
- Bloomberg Terminal
- Microsoft Office
- Microsoft Excel
- Microsoft Word
- PowerPoint
- Social Networking
- Social Media
- SPSS
- Higher Education
- Teaching
- Community Outreach
- Management
- Bloomberg
- Credit
- Fixed Income
- English
- Financial Services
- Investments
- Critical Thinking
- Customer Service
- Financial Modeling
- Student Development
- Student Financial Aid
- Student Engagement
- International Political Economy
- Qualitative Research
- Microsoft PowerPoint
Mo Osman Summary
- Mo Osman, based in Chicago, IL, US, is currently a Portfolio Advisor (Client Portfolio Manager) at Wellington Management. Mo Osman brings experience from previous roles at J.P. Morgan Asset Management, J.P. Morgan, M&T Bank and UBS. Mo Osman holds a 2010 - 2014 Bachelors in Economics, Finance @ Fordham University. With a robust skill set that includes Venture Capital, Working with Investors, Investment Properties, Business Development, Real Assets and more. Mo Osman has 4 emails and 14 mobile phone numbers on RocketReach.
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