Meredith Miriam Rosen

Compliance Officer chez Bedell Frazier Investment Counselling LLC

Profil

Ms. Meredith M.
Rosen is a Director of Portfolio Management & Client Experience at Bedell Frazier Investment Counselling LLC.
She has over 10 years of experience in the investment management industry.
She joined Bedell Frazier in 2004 and became a Partner of the firm in 2013.
Shortly after joining the firm, Ms. Rosen gravitated toward working directly with clients.
As a Portfolio Manager, she enjoys getting to know clients, their families and investment needs.
She then works to design and implement a plan to meet those needs.
In addition to managing portfolios, she serves as Chief Compliance Officer of the firm.
Ms. Rosen is a graduate of Boston College’s Carroll School of Management where she majored in Information Systems and Marketing.
She received her MBA from the University of San Francisco in 2009.

Postes actifs de Meredith Miriam Rosen

Sociétés	Poste	Début
Bedell Frazier Investment Counselling LLC	Compliance Officer	01/09/2004

Formation de Meredith Miriam Rosen

Boston College	Undergraduate Degree
University of San Francisco	Masters Business Admin