Email (work)*************wellsfargo.com LinkedIn URLlinkedin.com/in/katceni-a0asor CompanyFinancial Planner Residence
United States, California, San Francisco Last updated2023-07-21 Remove my information
LocationUnited States , Massachusetts, Boston Websitehttp://www.nef.com Company Sizecensoredcens Employees612 profiles available Last Updated2018-01-01
At New England Financial, we have a history of integrity, profcensoredcensoredcensoredcensoredcensoredcensoredcensoredcensoredcensoredcensoredcensoredcensoredcensoredcensoredcensoredcensoredcensoredcensoredcensoredcensoredcensoredcensoredcensoredcensoredcensoredcensoredcensoredcensoredcensoredcensoredcensoredcensoredcensoredcensoredcensoredcensoredcensoredcensoredcensoredcensoredcensoredcensoredcensoredcensoredcensoredcensoredcensoredcensoredcensoredcensoredcensoredcensoredcensoredcensoredcensoredcensoredcensoredcensoredcensoredcensoredcensoredcensoredcensoredcensoredcensoredcensoredcensoredcensoredcensoredcensoredcensoredcensoredcensoredcensoredcensoredcensoredcensoredcensoredcensoredcensoredcensoredcensoredcensoredcensoredcensoredcensoredcensoredcensoredcensoredcensoredcensoredcensoredcensoredcensoredcensoredcensoredcensoredcensoredcensoredcensoredcensoredcensoredcens
Portfolio Managers design portfolios that meet individual investor's goals by selecting diversified investments such as stocks, bonds and mutual funds based on risk tolerance level. Other job titles include Investment Advisor or Investment Strategist. Find the right Portfolio Managers to build tailored solutions and protect your investments from market volatility.
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Katherine Lui's current details
Current Title Portfolio Manager/Trader
Type of Role Portfolio Manager
Job functions Marketing, Operations and Sales
Job Seniority Lower Management
13% from United States are employed in Lower Management
Current Industry Financial Services and Bankcensoredcensoredcensoredcensoredcensoredcensoredcensor
Location United States, California, San Francisco
Experience (tracked since 2007) ▪ censore experience at Financial Planner ▪ censore experience as Portfolio Manager/Trader
Work-life tracked since 2007 Katherine Lui had a total of X different roles since 2007
What company does Katherine Lui work for? Katherine Lui is working for Financial Planner
What is Katherine Lui's title at Financial Planner? Katherine's title is , Portfolio Manager/Trader
What is Katherine Lui's Seniority at Financial Planner? Katherine Lui has been with Financial Planner for 6 months and is in Lower Management
For how long is Katherine Lui working as a Portfolio Manager/Trader? Katherine Lui has 3+ years experience as Portfolio Manager/Trader.
What are Katherine Lui's functions as a Portfolio Manager/Trader ? Katherine Lui is responsible for Marketing, Salcensoredcenso
What is Katherine Lui's email contact? Katherine Lui's email address is *************@wellsfargo.com
Which education does Katherine Lui have? Katherine Lui has a Bachelor degree from Ccensoredcensoredcensoredcensoredcensoredce.
Who are similar contacts like Katherine Lui ? Some similar contacts are Kayvan Ashourizadegan, Loi La, Mary-anne Lee, Kayvan Mojtahedzadeh, Jennifer Kanyamibwa and Karla Kaywood.
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