Jacob Convicer
Managing Consultant @Aliter Investment Services Llc
North Andover, MA, US
EMAILS
MOBILE NUMBERS
+91 *********19
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WORK HISTORY
Apr 2023 — Present
Managing Consultant @Aliter Investment Services Llc
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US
EDUCATION
2005 — 2009
Northwestern University
Bachelor of Arts (BA)
SKILLS
Income TaxWealth ManagementFixed IncomeVisual BasicMicrosoft ExcelFinancial PlanningBusiness Process ImprovementMicrosoft OfficeMicrosoft WordBig DataMicrosoft OutlookMicrosoft PowerpointBloombergMorningstarManagementBloomberg TerminalSeparately Managed AccountsHtmlProject ManagementMutual FundsFinancial AnalysisData AnalysisEquitiesNew Client AcquisitionsFinancial ServicesPortfolio ManagementResearchInvestments
ABOUT JACOB CONVICER
MANAGEMENT CONSULTANT | CHARTERED FINANCIAL ANALYST® Tenured professional in the…
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