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Financial analysts invariably use spreadsheets (and statistical software packages) to analyze financial data, spot trends, and develop forecasts. The analyst often also meets with company officials to gain a better insight into a company's prospects and to determine the company's managerial effectiveness.
Heather Miller (formerly Murren, born May 30, 1966) is an American businesswoman.She is a private investor, [1] former Wall Street securities analyst. [2] [3] She served as a Congressional appointed commissioner on the Financial Crisis Inquiry Commission in 2009 and the President's Commission on Enhancing National Cybersecurity in 2016.
Ng was born in Indianapolis, Indiana, [4] [5] the first of five daughters, to Virginia and Jin Ng. Her father, an American of Cantonese Chinese descent, was a financial analyst, [6] and her mother, Thailand-born of Chinese descent, was a banker.
Mary Meeker (born September 1959) [1] is an American venture capitalist and former Wall Street securities analyst. Her primary work is on Internet and new technologies. She is the founder and general partner at BOND, a San Francisco–based venture capital firm. [2] She previously served as partner at Kleiner Perkins. [3] [4]
Payne is the chief executive officer and principal financial analyst of Wall Street Strategies, [5] a stock market research firm he founded in 1991. [ 6 ] In 1999, Payne settled with the SEC over a complaint alleging that on at least eight occasions, Wall Street Strategies recommended that its clients purchase members stock through recorded ...
Wealth management by financial advisors takes a more holistic view of a client, with allocations to particular asset management strategies. The term fund manager, or investment adviser in the United States, refers to both a firm that provides investment management services and to the individual who directs fund management decisions.
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The Chartered Financial Analyst (CFA) program is a postgraduate professional certification offered internationally by the US-based CFA Institute (formerly the Association for Investment Management and Research, or AIMR) to investment and financial professionals.
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