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