Rachael M. Crane

Rachael M. Crane

Gestore di Portafoglio-Azioni presso City National Rochdale LLC

Finance
Consumer Services

Profilo

Ms. Rachael M.
Crane
, CFA MBA, is a Senior Portfolio Manager at City National Rochdale LLC.
She has over 10 years of experience in the financial services industry.
She works closely with each client’s advisor to develop a customized portfolio based on the client’s investment objective, time horizon, income needs, and tolerance for market volatility.
In this role, she is responsible for the investment strategy implementation and monitoring of private client portfolios, as well as direct relationship management.
Ms. Crane began her financial career at Goldman Sachs where she gained valuable experience working in the high-net-worth division supporting the management of individual clients portfolios.
Ms. Crane earned her BS degree in Psychology as well as her MBA in Finance from Brigham Young University.
She holds Chartered Financial Analyst designation and is a member of the CFA Society of San Francisco.

Posizioni attive di Rachael M. Crane

SocietàPosizioneInizio
Gestore di Portafoglio-Azioni 10/09/2013
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Precedenti posizioni note di Rachael M. Crane

SocietàPosizioneFine
Corporate Officer/Principal -
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Formazione di Rachael M. Crane

Brigham Young University Masters Business Admin

Esperienze
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Aziende private

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87

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Aziende private2

Finance

Finance

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