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Elisa F.
Senior Regional Director at Symmetry Partners,
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Work Experience
Senior Regional Director
May 2018 - Present · 6 years and 7 months
Prudential Annuities
May 2006 - Mar 2018 · 11 years and 10 months
Senior Inbound Sales Consultant
Mar 2009 - Mar 2018 · 9 years
Internal Wholesaler
May 2006 - Mar 2009 · 2 years and 10 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
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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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