Trevor Ruane, CIMA ®

Trevor Ruane, CIMA ®

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  • Timeline

  • About me

    Investment Consulting Services Manager at Andersen

  • Education

    • Northeastern University

      2014 - 2018
      Bachelor of Science (BS) Business Administration, Finance

      Activities and Societies: Financial Management National Honor Society, Cum Laude, Deans List

  • Experience

    • Kelly's Place Restaurant

      Jun 2011 - Aug 2014
      Bus Person
    • Wellington Management

      Dec 2015 - Jul 2016
      Bond Forward Specialist Co-op
    • Andersen

      Jan 2017 - now
      • Investment Consulting Services Manager

        Jul 2022 - now
      • Investment Consulting Services Senior Associate

        Jan 2020 - Jul 2022
      • Investment Consulting Services Associate

        Jun 2018 - Dec 2019
      • Investment Consulting Services Intern

        Sept 2017 - May 2018
      • Investment Consulting Services Co-op

        Jan 2017 - Aug 2017
  • Licenses & Certifications

    • Certified Investment Management Analyst (CIMA)

      Investments & Wealth Institute
      Apr 2022