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Anne Rouleau
Portfolio Evaluation Associate at Fisher Investments
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Work Experience
Jun 2021 - Present · 3 years and 6 months
Portfolio Evaluation Associate
Jan 2023 - Present · 1 years and 11 months
Regional Sales Associate
Jun 2021 - Jan 2023 · 1 years and 7 months
Team Representative
Aug 2018 - May 2021 · 2 years and 9 months
Company Details
1001-5000 Employees
Fisher Investments is an independent, fee-only investment adviser serving clients across three principal business units: US Private Client, Institutional and Private Client International. Together, these groups serve a diverse global client base that includes corporations, public and multi-employer pension funds, foundations and endowments, governments and high net worth families. Fisher Investments was founded in 1979 by Ken Fisher, who served as CEO for 37 years and now serves as Executive Chairman and Co-Chief Investment Officer. Ken wrote the Forbes “Portfolio Strategy” column from 1984 through 2016, making him the longest continuously running columnist in the magazine’s history. He now writes monthly native language columns in major media organs around the world, spanning more countries and more total volume than any other columnist of any type ever. Ken has written 11 books—including 4 New York Times bestsellers—and has regularly appeared on CNBC, Fox Business, Fox News, CNN International, Yahoo Finance, Bloomberg TV, and numerous other financial news outlets. For more information on Fisher Investments, please visit www.fisherinvestments.com. Careers Page: https://www.fisherinvestments.com/en-us/careers Important Disclosures: https://www.fisherinvestments.com/en-us/disclosures Privacy Policy: https://www.fisherinvestments.com/en-us/privacy Community Guidelines: https://www.fisherinvestments.com/en-us/communityguidelines
Year Founded
1979
Social Media
LinkedinFacebookTwitter
Industry
Financial Services
HQ Location
6500 International Pkwy, Ste 2050 Plano, Texas 75093, US
Keywords
Financial ServicesPortfolio ManagementInvestment AdviceRetirement PlanningRetirement Investment Planning
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