Taylor Alan-Lee
Senior Relationship Manager at Causeway Capital Management LLC
- Role
- Senior Relationship Manager at Causeway Capital Management
- Location
- Phoenix, AZ, US
- LinkedIn followers
- 500 followers
Sales & Business DevelopmentView LinkedIn profile
Experience
Senior Relationship Manager
Jan 2024 — Present
Education
Dartmouth College
Bachelor of Arts - BA, Economics
2004 — 2008
University of Pennsylvania - The Wharton School
Master of Business Administration - MBA, Finance, General
2012 — 2014
Skills
- Alternative Investments
- Investments
- Financial Modeling
- Series 63
- Portfolio Management
- Derivatives
- Fixed Income
- Asset Allocation
- Valuation
- Series 7
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