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Profil
Ms. Rana L.
Choubah is a Portfolio Manager at Parsons Capital Management, Inc. She has over 12 years of experience in the financial industry.
She joined Parsons Capital Management in 2015 as a Portfolio Manager focusing on retirement planning for individuals and businesses.
Before joining Parsons she held a position of Vice President & Premier Relationship Advisor at HSBC, a global bank and wealth management organization.
She spent 7 years at Ameriprise Financial Services helping individuals with investment and financial planning needs and providing retirement plan solutions for small businesses.
She received her degree in business administration from Western Michigan University and earned her CFP and CRPS certifications from the College for Financial Planning.
She is a past member of the Estate Planning Council and had served on the board of her local Junior League.
She currently is Treasurer for the Financial Planning Association of Rhode Island.
She is Certified Financial Planner.
Anciens postes connus de Rana Laila Choubah
| Sociétés | Poste | Fin |
|---|---|---|
Parsons Capital Management, Inc.
 Parsons Capital Management, Inc. Investment ManagersFinance PCM aims to construct unique portfolios structured to meet the individual goals and objectives of each client. The firm uses a disciplined investment approach to strategically allocate assets among cash equivalents, fixed income securities, common stocks and, where appropriate, alternative investments. Their equity selection process is focused on the long-term and blends earnings-driven growth forecasts with quantitative value screens from a broad universe of large, mid and small-cap stocks, both domestic and international. The firm’s fixed income selection process may utilize either an active or passive investment style. From interest rate anticipation to sector weighting, they strive to build high-quality bond portfolios to meet their clients’ total return objectives. | Gestionnaire de Portefeuille-Actions | 01/06/2019 |
HSBC Securities (USA), Inc.
 HSBC Securities (USA), Inc. Regional BanksFinance Provides banking and financial services | Corporate Officer/Principal | 01/10/2015 |
Ameriprise Financial Services LLC
 Ameriprise Financial Services LLC Investment Banks/BrokersFinance Provides brokerage services | Corporate Officer/Principal | 01/12/2013 |
Formation de Rana Laila Choubah
Expériences
Fonctions occupées
Actives
Inactives
Sociétés cotées
Entreprise privées
Relations
92
Relations au 1er degré
4
Entreprises liées au 1er degré
Homme
Femme
Administrateurs
Exécutifs
Sociétés liées
| Entreprise privées | 4 |
|---|---|
Parsons Capital Management, Inc.
Parsons Capital Management, Inc. Investment ManagersFinance PCM aims to construct unique portfolios structured to meet the individual goals and objectives of each client. The firm uses a disciplined investment approach to strategically allocate assets among cash equivalents, fixed income securities, common stocks and, where appropriate, alternative investments. Their equity selection process is focused on the long-term and blends earnings-driven growth forecasts with quantitative value screens from a broad universe of large, mid and small-cap stocks, both domestic and international. The firm’s fixed income selection process may utilize either an active or passive investment style. From interest rate anticipation to sector weighting, they strive to build high-quality bond portfolios to meet their clients’ total return objectives. | Finance |
HSBC Securities (USA), Inc.
HSBC Securities (USA), Inc. Regional BanksFinance Provides banking and financial services | Finance |
Ameriprise Financial Services LLC
Ameriprise Financial Services LLC Investment Banks/BrokersFinance Provides brokerage services | Finance |
Western Michigan University
 Western Michigan University Other Consumer ServicesConsumer Services Functions as a College/University | Consumer Services |
