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J.S. (Concord, MA)

  • Research analyst in the mutual fund/ETF industry with 23 years of consulting experience across the financial services sector
  • Focused experience providing updates on industry trends, M&A impact, new product development, and competitive analyses; additional experience writing analytical commentary for publications and databases
  • Advanced proficiency in MS Office Suite, Bloomberg, Strategic Insight Simfund, and Morningstar Direct
  • MBA from the University of New Hampshire; BA in English Language and Literature, Nanjing University; CFA (Chartered Financial Analyst)

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