Gabriel Shabat

Investment Manager at ClearTrust Wealth Advisors, a private wealth advisory practice of Ameriprise Financial Services, LLC.

Role
Investment Manager at Ameriprise Financial Services, LLC
Location
Franklin, TN, US
LinkedIn followers
500 followers
Finance & AccountingView LinkedIn profile

About Gabriel Shabat

Gabriel Shabat is an experienced Investment Manager and Analyst, as well as a seasoned…

Experience

  1. Investment Manager

    Ameriprise Financial Services, LLC

    Sep 2023 — Present · Franklin, TN, US

    As the Investment Manager for a wealth management group local to Franklin, TN, I am responsible for ensuring the suitability of investments in client portfolios. I update portfolio models, make trades within client accounts, and manage the discretionary platform for the firm -including all related compliance risks. Given the ever-changing nature of financial markets, I am also responsible for the creation of quarterly market outlooks.

Education

  • UC San Diego

    Bachelor's degree, Political Science and Government

    2017 — 2018

  • Boston University Metropolitan College

    Master of Science - MS, Financial Management

    2019 — 2021

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Gabriel Shabat — Investment Manager at Ameriprise Financial Services, LLC in Franklin, TN, US | Unifers