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Jodi Neuman Angelo, Cfa
Investment Manager at Trillium Asset Management
Investment manager with expertise in financial analysis and investment management.
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Location
San Francisco, California, United States, US
Languages
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French Limited working proficiency
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Spanish Elementary proficiency
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English Native or bilingual proficiency
Bio
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Topline AI
Jodi Neuman Angelo, CFA, is a seasoned investment professional with 10+ years of experience in the financial industry. She holds an MBA from HEC Paris and a BBA from the University of Wisconsin-Eau Claire. Neuman Angelo has worked at Trillium Asset Management, Caja Rural Los Andes, Dougherty & Company, and the Office of the Comptroller of the Currency, developing expertise in investment management, financial analysis, and compliance.
Experience
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United States
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Investment Management
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1 - 100 Employee
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Investment Manager
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Jan 2016 - Present
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Manager, Advisor Relations
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Jun 2014 - Dec 2015
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Caja Rural Los Andes
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Puno, Peru
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Consulting Project
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Apr 2013 - Jul 2013
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Puno, Peru
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Dougherty & Company
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Minneapolis, USA
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Senior Loan Analyst
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Jun 2007 - Jul 2012
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Minneapolis, USA
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Bank Examiner Intern
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May 2006 - May 2007
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Education
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2012 - 2014HEC School of Management / HEC Paris
Master of Business Administration (MBA), Finance, General -
2004 - 2008
University of Wisconsin-Eau Claire
Bachelor of Business Administration (BBA), Business Economics
Suggested Services
This profile is unclaimed. These are suggested service rates with 0% commision upon successful connection
Industry Focus. “Investment Banking”
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