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@aspiriant.com
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6 phones found area 586, 310, and 415
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LinkedIn matched
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Randy Rae is listed as Lifelong learner providing clarity and peace of mind to our clients at Aspiriant, a company with 181 employees, based in San Carlos, California, United States. AeroLeads shows a work email signal at aspiriant.com, phone signal with area code 586, 310, 415, and a matched LinkedIn profile for Randy Rae.
Randy Rae previously worked as Manager - Investment Advisory at Aspiriant and Manager - Investment Strategy & Research at Aspiriant. Randy Rae holds Mba, Finance from University Of California, Berkeley, Haas School Of Business.
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AeroLeads found 1 current-domain work email signal for Randy Rae. Compare company email patterns before reaching out.
Investment Professional with experience in research, portfolio management, project management, asset-liability management and credit analysis.Specialties: Fund manager selection and review, asset allocation, portfolio management
Listed skills include Cmos, Arm, Securities, and San.
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Mountain View, CA
Provide comprehensive financial planning and investment management services to wealthy families and individuals for leading wealth management firm with $10+ billion in assets under management.Serve as team member for 30+ high net worth client relationships.Advise clients on ongoing basis on financial planning areas including investments, retirement.
Mountain View, CA
Senior member of centralized investment team at $10 billion RIA firm.Member of Capital Market Expectations Task Force.Participated in fund manager due diligence and asset allocation decisions.
Responsible for investment research at Registered Investment Advisory firm. Responsibilities include asset allocation and fund manager selection. Research and trade individual bonds. Enter equity and mutual fund trades. Write quarterly market update letters to clients as well as ad-hoc client communications. Lead bi-weekly Investment Policy Committee.
Managed International (non-U.S.) equity index funds and Exchange Traded Funds (ETFs). Successfully launched two new global mutual funds. Used BARRA software as well as other 3rd party and in-house optimization tools. Met regularly with institutional clients to discuss portfolio management issues and review portfolio performance. Used futures and forward.
Responsible for risk analysis of $5.0 billion MBS portfolio. Reported results to Senior Management and Board of Directors. Researched CMOs, Fixed-Rate and ARM Mortgage-Backed Securities. Used Bloomberg and other 3rd party programs to run scenario analysis to determine best investments based on prepayments and other risk characteristics. Led implementation.
Analyzed financial and business risks to establish credit limits for more than 30 banks and savings and loans. Analyzed financial data and interviewed management to determine credit rating for each institution. Produced written analyses and made oral presentations of recommendations to credit committee. Made presentations to financial institutions.
Other employees you can reach at aspiriant.com. View company contacts for 181 employees →
Derek Hargrove
Colleague at Aspiriant
San Francisco, California, United States, United States
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DM
Dean Mckenzie
Colleague at Aspiriant
Cincinnati, Ohio, United States, United States
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Gregory Schick
Colleague at Aspiriant
San Francisco, California, United States, United States
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LF
Linda Fitz
Colleague at Aspiriant
San Francisco, California, United States, United States
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JH
Jill Haugse
Colleague at Aspiriant
San Francisco, California, United States, United States
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GN
Gavin Neil, Cfa, Cfp®, Msfa
Colleague at Aspiriant
San Francisco Bay Area, United States, United States
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AS
Adam Stanley, Cfp®, Cima®
Colleague at Aspiriant
New York, New York, United States, United States
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DE
David E. Muchow, Cfp®, Mba
Colleague at Aspiriant
Milwaukee, Wisconsin, United States, United States
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JK
Jennifer Kenning
Colleague at Aspiriant
Los Angeles, California, United States, United States
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DG
Dave Grecsek, Cfa, Caia
Colleague at Aspiriant
Brielle, New Jersey, United States, United States
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Activities and Societies: Vice President of Graduate Management Business Association
Quick answers generated from the profile data available on this page.
Randy Rae works for Aspiriant.
Randy Rae is listed as Lifelong learner providing clarity and peace of mind to our clients at Aspiriant.
AeroLeads has found 1 work email signal at @aspiriant.com for Randy Rae at Aspiriant.
AeroLeads has found 6 phone signal(s) with area code 586, 310, 415 for Randy Rae at Aspiriant.
Randy Rae is based in San Carlos, California, United States while working with Aspiriant.
Randy Rae has worked for Aspiriant, Stanford Investment Group, Barclays Global Investors, and Federal Home Loan Bank Of San Francisco.
Randy Rae's colleagues at Aspiriant include Derek Hargrove, Dean Mckenzie, Gregory Schick, Linda Fitz, and Jill Haugse.
You can use AeroLeads to view verified contact signals for Randy Rae at Aspiriant, including work email, phone, and LinkedIn data when available.
Randy Rae holds Mba, Finance from University Of California, Berkeley, Haas School Of Business.
Randy Rae is listed with skills including Cmos, Arm, Securities, and San.
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