Sneha Jose

Sneha Jose

Head of Investment Lab - North America at Citi Wealth

Role
Head of Investment Lab - North America at Citi
Location
New York, NY, US
LinkedIn followers
500 followers

About Sneha Jose

Global experience in the Wealth Management industry providing holistic investment advice…

Experience

  1. Head of Investment Lab - North America

    Citi

    Jan 2023 — Present · New York, NY, US

Education

  • S.P. Jain Institute of Management & Research

    MBA

    2006 — 2007

  • St. Xavier's College

    Bachelor of Management Studies (BMS)

    2002 — 2004

  • Mumbai University

    Master of Commerce (M.Com)

    2004 — 2006

Skills

  • Investments
  • Separately Managed Accounts
  • Asset Allocation
  • Behavioral Finance
  • Limited Partnerships
  • Valuation
  • Hedge Funds
  • Portfolio Management
  • Wealth Management
  • Equities
  • Diversification

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