Dan Lacrosse
Plus aucun poste en cours
Profil
Mr. Daniel Lacrosse is a Portfolio Operations Associate at Howe & Rusling, Inc. He is responsible for managing equity and ETF trading.
He works closely with each Wealth Manager to match client objectives with the strategies of the Howe & Rusling Investment Committee while monitoring and maintaining asset allocation compliance and trading operations.
He graduated from Colgate University where he earned his degree in Environmental Studies.
Anciens postes connus de Dan Lacrosse
| Sociétés | Poste | Fin |
|---|---|---|
Howe & Rusling, Inc.
 Howe & Rusling, Inc. Investment ManagersFinance Howe & Rusling, Inc. is an independent, SEC-registered investment advisor headquartered in Rochester, New York. Founded in 1930, the firm provides investment management services to individuals, retirement plans, corporations, not-for-profit organizations, and self-insurance trusts. | Trading-Equity | - |
Formation de Dan Lacrosse
| Colgate University | Undergraduate Degree |
Expériences
Fonctions occupées
Sociétés liées
| Entreprise privées | 1 |
|---|---|
Howe & Rusling, Inc.
Howe & Rusling, Inc. Investment ManagersFinance Howe & Rusling, Inc. is an independent, SEC-registered investment advisor headquartered in Rochester, New York. Founded in 1930, the firm provides investment management services to individuals, retirement plans, corporations, not-for-profit organizations, and self-insurance trusts. | Finance |
