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Alicia Holzer
Operations Specialist at Symmetry Partners,
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Work Experience
Operations Specialist
Jun 2018 - Present · 6 years and 7 months
Operations Service Consultant At Healthy Business Group, Llc
Jan 2015 - May 2018 · 3 years and 4 months
willis of connecticut
Assistant Client Services Specialist
Nov 2013 - Dec 2014 · 1 years and 1 months
Company Details
51-200 Employees
Symmetry Partners brings decades of experience and commitment to helping Advisors and their clients achieve their most important goals with confidence. We do this by drawing on extensive academic research — and Symmetry’s own — to engineer what we believe to be exceptional investment solutions. Our Evidence-Based mutual fund and ETF portfolios combine the best of active and passive and are grounded in extensive academic research, including the insights of 12 Nobel laureates. To help Advisors scale their businesses and deliver a better client experience, we also provide Marketing, Technology, and Operational services, consulting, and support. Disclosures: https://bit.ly/3wB1q7C
Year Founded
1994
Social Media
LinkedinFacebookTwitter
Industry
Financial Services, Other Investment Pools and Funds, Finance and Insurance
HQ Location
151 National Drive Glastonbury, CT 06033, US
Keywords
TechnologyDiversificatioEfficient Market HypothesisPortfolio ManagementModern Portfolio TheoryPractice Service ManagementFiduciary StandarTAMPOperationsFactor-based Investing
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