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Financial Planning and Analysis Director at Family Office|Las Vegas, Nevada, United States

Position:

Financial Planning and Analysis Director at Family Office

Location:

Las Vegas, Nevada, United States

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Last updated: 2025-06-21
Updated: 2025-06-21

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Work Experience 15 years

Financial Planning and Analysis Director at Family Office

Jan 2019 - Current

Investment Manager at Raymond James

Jan 2017 - Jan 2019

Senior Investment Analyst at TD

Jan 2014 - Jan 2017

Investment Analyst at TD

Jan 2011 - Jan 2014

Amelia started working in 2011, then the employee has changed 2 companies and 3 jobs. On average, Amelia works for one company for 3 years 10 months.

Education

The Wharton School

Bachelor's degree at Sapienza Università di Roma

Frequently Asked Questions

What is Amelia's minimum period of employment in the companies?

Amelia's minimum period of employment in various companies is 2 years.

What is Amelia's average duration of employment for different companies?

On average, Amelia works for one company for 2 years 8 months

What industries has Amelia worked in?

Amelia works in the Investment Banking. Previously, Amelia worked in the Financial Services, and Banking.

What positions has Amelia held before?

Previously, Amelia worked as a Investment Manager, and Senior Investment Analyst, and Investment Analyst.

How do I contact Amelia?

Amelia's phone number is +1-909-***-**64. Sign up to get contact details.

Who are Amelia's peers at other companies?

Amelia's peers at other companies are Muhammad Waleed Sajid and Tatyana Puzanova and Lila Thorne

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Other employees at Family Office

Name
Company
Position
Family OfficeK
Chief Investment Officer
Family OfficeM
Chief Investment Officer
Family OfficeV
Chief Investment Officer (CIO)
Family OfficeN
Chief Investment Officer (CIO)
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Chief Investment Officer (CIO)

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