Lisa M. Snyder
Senior Private Wealth Portfolio Manager, Executive Director at Wells Fargo Private Bank
- Role
- Senior Private Wealth Portfolio Manager at Wells Fargo Private Wealth
- Location
- Denver, CO, US
- LinkedIn followers
- 500 followers
Finance & AccountingView LinkedIn profile
About Lisa M. Snyder
Passionate Investment Executive with extensive experience in communicating and…
Experience
Senior Private Wealth Portfolio Manager
May 2018 — Present · Denver, CO, US
As part of Investment Management, I work with clients to build portfolios that help them meet their investment objectives while managing risk.
Education
University of Denver - Daniels College of Business
M.S.
Stanford University
B.A.
Skills
- Asset Allocation
- Mutual Funds
- Portfolio Management
- Valuation
- Microsoft Office
- Investments
- Asset Management
- Fixed Income Portfolio Management
- Investment Management
- Bloomberg
- Financial Modeling
- Alternative Investments
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