be personable and upbeathave a few bullet points on several investing topics liketrade/tarrifsequity markets price level /valuationfixed income marketsportfolio construction
manage a team of 8 in a larger team of 75+manage investment models totaling $30 billion for clients of LPL’s financial advisorsprepare daily, weekly monthly and quarterly commentaries on investing markets and the economy for clientsconduct 1 hour one on one meetings with each direct reports each ...
Day in the Life
Financial Services
LPL Financial
Chief Economic Strategist