Sneha Jose's Location
New York, NY, US
Sneha Jose's Work
- Director @ Citi
- Director @ Stifel Financial Corp.
- Vice President @ Barclays Wealth Management
- Wealth Management @ Barclays Wealth Management
- Private Banking and Wealth Management @ HSBC
- Assurance and Business Advisory @ EY
- Team Lead and Change Agent @ AIESEC
Sneha Jose's Education
- S.P. Jain Institute of Management & Research
MBA (Wealth Management)
2006 - 2007 - Mumbai University
Master of Commerce (M.Com)
2004 - 2006 - St. Xavier's College
Bachelor of Management Studies (BMS)
2002 - 2004
Sneha Jose's Skills
- Wealth Management
- Asset Allocation
- Diversification
- Behavioral Finance
- Portfolio Management
- Valuation
- Equities
- Hedge Funds
- Investments
- Separately Managed Accounts
Sneha Jose's Summary
Sneha Jose, based in New York, NY, US, is currently a Director at Citi, bringing experience from previous roles at Stifel Financial Corp., Wealth and Investment Management at Barclays, Barclays Wealth, Middle East and HSBC. Sneha Jose holds a 2006 - 2007 MBA in Wealth Management @ S.P. Jain Institute of Management & Research. With a robust skill set that includes Wealth Management, Asset Allocation, Diversification, Behavioral Finance, Portfolio Management and more, Sneha Jose contributes valuable insights to the industry. Sneha Jose has 2 emails and 2 mobile phone numbers on RocketReach.
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