Talk to sales Try for Free

Aisha Elezi, CAIA

Financial Advisor

1000 followers

New York, New York, United States

Connect with Aisha Elezi, CAIA to Send Message

Connect with Aisha Elezi, CAIA to Send Message

Timeline
About me
Director, Global Relationship Management at New York Life Investments
Education
- Michigan State University
  -
  Bachelor's of Art Finance
  Activities and Societies: Michigan State University Finance Association
- Michigan State University
  2005 - 2010
  Bachelor's of Science Psychology
  Activities and Societies: Psychology Scholars Association
Experience
- Morgan Stanley Wealth Management
  Nov 2010 - Feb 2014
  Financial Advisor
  Licenses: Series 7, 63, 66, Life Health and Variable Annuities
- New York Life Investments
  Feb 2014 - now
  - Director, Global Relationship Management
    Mar 2020 - now
  - Senior Associate, Global Relationship Management
    May 2017 - Mar 2020
  - Relationship Management Analyst
    Oct 2016 - Apr 2017
  - Associate - Internal Advisor Consultant
    Feb 2014 - Apr 2017
Licenses & Certifications
- Essentials of Investment Consulting
  Investment Management Consultants Association
- Leadership Pathway - Member
  Money Management Institute
  Jun 2020
  View certificate
- Leadership Pathway - Alumni
  Money Management Institute
  Oct 2022
  View certificate
- CAIA Charterholder
  CAIA Association
  May 2021
  View certificate