Sara Grillo Email & Phone Number
Marketing Consultant @ Sara Grillo
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Sara Grillo Location
- New York, NY, US
Sara Grillo Work
- 2016 -now Marketing Consultant @
- 2023 -now Evangelist @
- 2025 -now Flat Fee Advisor Marketing @
- 2015 -2016 Financial Advisor @
- 2011 -2013 Adjunct Professor @
- 2011 -2013 Adjunct Professor @
- 2010 -2013 Investment Advisor @ Grillo Investment Management
- 2007 -2008 Associate @ Lehman Brothers
- 2004 -2007 Associate @
Sara Grillo Education
- Harvard University
(BA, English)
- New York University - Leonard N. Stern School of Business
(MBA, Economics/Finance)
Sara Grillo Skills
- Investment Management
- Portfolio Management
- Portfolio Optimization
- Asset Allocation
- Asset Management
- Investment Strategies
- Business Development
- Manager Selection
- Microsoft Office
- Equity Research
- Packaging
- Modern Portfolio Theory
- Monitors
- Registered Investment Advisor
- Art
- Accounting
- Boutique
- Economics
- Efficient
- Forestry
- Portfolio
- Fundamental Analysis
- Trust
- Sales
- Manages
- Net
- Tax
- Fee
- New York
- Investments
- Telecommunications
- Modeling
- English Literature
- Evolution
- Finance
- Fund Of Funds
- Strategy
- Financial Services
- Equities
- Investment Policy Statements
- Executive Positions
- Author
- Business Administration
- Dec Alpha
- Financial Statement Analysis
- Intelligent Agents
- Reuters
- Liquidity
- Investment Advisory Services
- Financial Research
- Materials Management
- Attribution
- Quantitative Finance
- Personalization
- Management
- Due Diligence
- Research
- Risk
- Conceptual Modeling
- Hedge Funds
- Frontier
- Paper
- REIT
- Analysis
- Utility
- Consumer
- London
- Competition
- Chartered Financial Analyst
Sara Grillo Summary
- Sara Grillo, based in New York, NY, US, is currently a Marketing Consultant at Sara Grillo. Sara Grillo brings experience from previous roles at Transparent Advisor Movement, Flat Fee Advisor Marketing, Empire Wealth Strategies and The City University of New York. Sara Grillo holds a Harvard University. With a robust skill set that includes Investment Management, Portfolio Management, Portfolio Optimization, Asset Allocation, Asset Management and more. Sara Grillo has 2 emails and 2 mobile phone numbers on RocketReach.
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