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Joseph Pandolfo

Senior Project Manager/ Developer
Business and Financial Operations Occupations - Computer and Mathematical Occupations
Charlotte, North Carolina
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Bailey’s Avatar
Bailey Mar 10, 2016 1050 views

How much preparation is involved when managing someone's investments?

I'd love to learn more about the work that goes into the account management for an investment manager. What exactly does that prep work entail? How many accounts do you manage at one time? #finance #financial-services #investment-management #investing