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Cfp Annelise Bovet

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Cfp Annelise Bovet

Vice President | Robertson Stephens

Houston, Texas, United States

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Cfp Annelise Bovet

Summary

Annelise Bovet is a seasoned Vice President at Robertson Stephens, specializing in investment advice and wealth management. With over three decades of experience in the financial sector, she has held key positions at renowned firms including Morgan Stanley and J.P. Morgan. Annelise has a strong background in client services, particularly focused on impact-oriented strategies and ESG investing. She holds a Master's degree in Human Resources Management from Webster University and a Bachelor's degree from Scripps College. Her career has spanned multiple countries, including significant stints in Switzerland, showcasing her adaptability to diverse markets. Annelise is passionate about harnessing the power of capital markets to drive positive change, reflecting her commitment to both client success and social responsibility. She is known for her strategic thinking and leadership capabilities, making her a valuable asset in any financial organization.

General

Generalist

Leadership Experience

Long-Term Tenure

Immigrant

Professional interests

Leadership Development

Sustainability

Innovation

Organisational experience

Corporate Experience

Cfp Annelise Bovet

Work Experience

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Vice President at

Robertson Stephens

February 2021 - Present

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Senior Client Service Officer at

Collaboration Capital LLC

November 2016 - February 2021

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Senior Client Service Officer at

Chilton Capital Management LLC

May 2014 - October 2016

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Vice President - Wealth Management at

MORGAN STANLEY ADMINISTRADORA DE CARTEIRAS S/A

January 2001 - January 2013

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Vice President - Wealth Management at

J.P. Morgan

January 1990 - January 2001

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Aide-Gestionnaire at

UBS Group AG

January 1987 - January 1990

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Cfp Annelise Bovet

Education

Webster University, Master Of Arts (M.A.)

January 2006 - January 2009

J.P.Morgan New Associates Program, New York, Morgan Core Program, Jpm Markets Training Program #26

January 1995 - January 1996

Scripps College, Bachelor Of Arts (B.A.)

January 1982 - January 1986

Frequently Asked Questions about Cfp Annelise Bovet

What is Cfp Annelise Bovet email address?

Cfp Annelise Bovet's primary email address is ******@rscapital.com. To view the full verified email and additional contact details, sign up for free with Muraena.

What company does Cfp Annelise Bovet work for?

Cfp Annelise Bovet is a Vice President at Robertson Stephens, a company specializing in Securities & Commodity Contracts Intermediation & Brokerage.

Where Cfp Annelise Bovet graduated from?

Cfp Annelise Bovet holds a degree in Human Resources Management from Webster University.

How can I directly contact Cfp Annelise Bovet?

To contact Cfp Annelise Bovet directly, you can use the email address ******@rscapital.com. Complete contact information is available upon registration with Muraena.

Is Cfp Annelise Bovet an immigrant?

Yes, Cfp Annelise Bovet is an immigrant and currently based in United States

Who is Cfp Annelise Bovet?

Annelise Bovet is a seasoned Vice President at Robertson Stephens, specializing in investment advice and wealth management. With over three decades of experience in the financial sector, she has held key positions at renowned firms including Morgan Stanley and J.P. Morgan. Annelise has a strong background in client services, particularly focused on impact-oriented strategies and ESG investing. She holds a Master's degree in Human Resources Management from Webster University and a Bachelor's degree from Scripps College. Her career has spanned multiple countries, including significant stints in Switzerland, showcasing her adaptability to diverse markets. Annelise is passionate about harnessing the power of capital markets to drive positive change, reflecting her commitment to both client success and social responsibility. She is known for her strategic thinking and leadership capabilities, making her a valuable asset in any financial organization.

Cfp`s contact details

mail

******@rscapital.com

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