"commentary and portfolio analysis" People

• 
  Janette San Luis (Walnut Creek, California)

  • Client Relationship Manager, AVP @ state street bank

  1. portfolio characteristics
  2. performance measurement
  3. self-directed
  4. composite reporting
  5. hands-on manager
  6. multi-task
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• 
  Mike Richman (Stamford, Connecticut)

  • Consultant - Project Manager @ Crosspoint Solutions

  1. relationship management
  2. due diligence
  3. asset manager evalution
  4. portfolio risk analysis
  5. performance analysis
  6. portfolio accounting & reconciiation
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• 
  Lerong Kang (New York, New York)

  • Vice President @ Citigroup

  1. strategy development
  2. investment
  3. portfolio manager
  4. wealth management
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• 
  Scot Cianci (Smyrna, Tennessee)

  • Research Associate II @ SunTrust Bank

  1. equity analysis
  2. investment management
  3. financial advice
  4. customer service
  5. research & analysis.
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• 
  Steven Delarosa (Pasadena, California)

  • Client Service / Marketing Executive @ Western Asset Management Company

  1. and portfolio analysis
  2. statistical analysis
  3. and organizational behavior
  4. portfolio analysis
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