Profilo
Mr. Tran joined Rochdale in 2006.
Prior to joining Rochdale, Mr. Tran worked in the Private Bank at JPMorgan, where he managed high net worth accounts for individual and institutional clients.
Additionally, he was employed with Merrill Lynch Private Wealth Group, where he implemented and monitored the investments of client portfolios.
Mr. Tran earned his B.B.A.
from Baylor University.
He is a Level I candidate for the Chartered Financial Analyst designation.
Precedenti posizioni note di Dean T. Tran
Società | Posizione | Fine |
---|---|---|
Rochdale Investment Management LLC
Rochdale Investment Management LLC Investment ManagersFinance Founded in 1975, Rochdale Investment Management LLC is a registered investment advisor located in New York City. The firm is a subsidiary of City National Rochdale Investments and their ultimate parent is City National Corp. (NYSE: CYN). | Corporate Officer/Principal | 01/05/2009 |
J.P. Morgan & Co., Inc. (Old) | Corporate Officer/Principal | - |
Formazione di Dean T. Tran
Baylor University | Undergraduate Degree |
Esperienze
Posizioni ricoperte
Attive
Inattive
Società quotate in Borsa
Aziende private
Relazioni
Relazioni di 1° grado
Aziende connesse in 1º grado
Uomo
Donna
Amministratori
Dirigenti
Società collegate
Aziende private | 2 |
---|---|
Rochdale Investment Management LLC
Rochdale Investment Management LLC Investment ManagersFinance Founded in 1975, Rochdale Investment Management LLC is a registered investment advisor located in New York City. The firm is a subsidiary of City National Rochdale Investments and their ultimate parent is City National Corp. (NYSE: CYN). | Finance |
J.P. Morgan & Co., Inc. (Old) | Finance |
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