![Lynne Mosier](data:image/svg+xml,<svg xmlns="http://www.w3.org/2000/svg" width="16" height="16" fill="%231b1b1b" class="bi bi-person-fill" viewBox="0 0 16 16"><path d="M3 14s-1 0-1-1 1-4 6-4 6 3 6 4-1 1-1 1zm5-6a3 3 0 1 0 0-6 3 3 0 0 0 0 6"/></svg>)
Profil
Prior to joining Jurika, Mills and Keifer LLC, Ms. Mosiker held senior positions at Schroders PLC, Smith Barney, Prudential Securities and The Institute for International Research.
Her responsibilities included developing cohesive investment policies, determining effective asset allocations, conducting thorough asset manager due diligence, and providing comprehensive performance monitoring.
Additionally, she has designed and implemented seminars focusing on financial education for individuals and industry professionals, as well as, workshops on empowering women and their relationship with money.
She has a wealth of investment experience centers on client service and investment advice to individuals, institutions and industry professionals.
Ms. Mosiker holds a Bachelor of Business Administration and Business Science from the University of Denver.
She earned her designation as a Chartered Financial Analyst in 1999 and an MBA from the University of San Francisco in 2003.
Along with raising two beautiful daughters, she is a passionate student of yoga and Eastern philosophy, an avid skier, a budding surfer and an enthusiastic philanthropic investor in the Global Fund for Women and The Pachamama Alliance.
She has lived in London, Hong Kong and New York.
Anciens postes connus de Lynne Mosier
| Sociétés | Poste | Fin |
|---|---|---|
Knect365 US, Inc.
 Knect365 US, Inc. Miscellaneous Commercial ServicesCommercial Services Provides business conferences, training, information technology training and trade exhibitions | Corporate Officer/Principal | - |
Prudential Securities
 Prudential Securities Investment Banks/BrokersFinance Provides brokerage services | Corporate Officer/Principal | - |
| SCHRODERS PLC | Corporate Officer/Principal | - |
Smith Barney, Inc.
 Smith Barney, Inc. Investment Banks/BrokersFinance Provides brokerage services | Corporate Officer/Principal | - |
Jurika, Mills & Keifer LLC
 Jurika, Mills & Keifer LLC Investment ManagersFinance JMK maintains an active viewpoint on the world and the financial markets, incorporating near and long-term outlooks for economic growth, valuation, major trends, inflation, and potential risks. This approach drives their asset allocation and investment selection processes. The firm selects investment vehicles, including individual equities, bonds, mutual funds and ETFs that they believe offer the most effective way to gain exposure to a particular asset class, market segment, or objective. | Gestionnaire de Portefeuille-Actions | - |
Formation de Lynne Mosier
Expériences
Fonctions occupées
Actives
Inactives
Sociétés cotées
Entreprise privées
Relations
22
Relations au 1er degré
7
Entreprises liées au 1er degré
Homme
Femme
Administrateurs
Exécutifs
Sociétés liées
| Entreprise privées | 7 |
|---|---|
Prudential Securities
Prudential Securities Investment Banks/BrokersFinance Provides brokerage services | Finance |
Knect365 US, Inc.
Knect365 US, Inc. Miscellaneous Commercial ServicesCommercial Services Provides business conferences, training, information technology training and trade exhibitions | Commercial Services |
Schroders Plc
 Schroders Plc Investment ManagersFinance Provides investment and wealth management services | Finance |
Smith Barney, Inc.
Smith Barney, Inc. Investment Banks/BrokersFinance Provides brokerage services | Finance |
University of San Francisco
 University of San Francisco Other Consumer ServicesConsumer Services Functions as a College/University | Consumer Services |
University of Denver
 University of Denver Other Consumer ServicesConsumer Services Functions as a College/University | Consumer Services |
Jurika, Mills & Keifer LLC
Jurika, Mills & Keifer LLC Investment ManagersFinance JMK maintains an active viewpoint on the world and the financial markets, incorporating near and long-term outlooks for economic growth, valuation, major trends, inflation, and potential risks. This approach drives their asset allocation and investment selection processes. The firm selects investment vehicles, including individual equities, bonds, mutual funds and ETFs that they believe offer the most effective way to gain exposure to a particular asset class, market segment, or objective. | Finance |
