Rosie Liao, CFA
Fixed Income Trader at Millennium Advisors, LLC- Claim this Profile
Contact Information
us****@****om
(386) 825-5501
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Location
US
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Credentials
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Chartered Financial Analyst® (CFA) Charterholder
CFA InstituteAug, 2022- Nov, 2024 -
CMFAS M5 (Financial Advisory Services)
IBFSG - The Institute of Banking & Finance Singapore -
CMFAS M6 (Securities Products & Analysis)
IBFSG - The Institute of Banking & Finance Singapore -
CMFAS M6A (Securities & Futures Product)
IBFSG - The Institute of Banking & Finance Singapore -
Futures Specialist
Securities and Futures Institute -
SIE
FINRA -
Senior Securities Specialist
Securities and Futures Institute -
Series 24
FINRA -
Series 63
FINRA -
Series 7
FINRA
Experience
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Millennium Advisors, LLC
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United States
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Financial Services
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1 - 100 Employee
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Fixed Income Trader
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Feb 2021 - Present
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Neuberger Berman
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United States
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Financial Services
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700 & Above Employee
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Quantitative Researcher
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May 2020 - Aug 2020
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Standard Chartered Bank
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United Kingdom
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Banking
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700 & Above Employee
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Global Research - Rates Strategist
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Oct 2017 - Jul 2019
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Financial Markets - FX & Rates Trading
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Aug 2016 - Oct 2017
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Education
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Carnegie Mellon University
Master's degree -
National Chengchi University
Bachelor's degree
Community
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