Candice Fleischood Caia
Portfolio Manager with experience in managing investment portfolios for High Net Worth clients, Fidu...
Collegeville, Pennsylvania, United States
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Candice Fleischood Caia’s Email candice.fleischood@wellsfargo.com
Social Media
Candice Fleischood Caia’s Location Collegeville, Pennsylvania, United States
Candice Fleischood Caia’s Current Industry Pnc
Candice Fleischood Caia’s Prior Industry Wells Fargo Private Bank | Bank Of America Private Bank | Vanguard
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Work Experience
Pnc
Vice President, Investment Advisor-Portfolio Manager
2021-08-01 00:00:00 - Present
Wells Fargo Private Bank
Assistant Vice President, Portfolio Manager
2018-10-01 00:00:00 - 2021-08-01 00:00:00
Bank Of America Private Bank
Officer, Portfolio Management Associate
2010-11-01 00:00:00 - 2014-04-01 00:00:00
Vanguard
Client Relationship Associate (Total Retirement Services)
2008-10-01 00:00:00 - 2010-11-01 00:00:00Skills
Languages
FAQ About Candice Fleischood Caia
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Candice Fleischood Caia is located at
Collegeville, Pennsylvania, United States -
Candice Fleischood Caia is a Portfolio Manager with experience in managing investment portfolios for High Net Worth clients, Fiduciary Trusts, and Charitable Foundations with a high degree of professionalism and focus on client service. Experience in research and manager selection for traditional and alternative investments. Chartered Alternative Investment Analyst (CAIA).
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Candice Fleischood Caia currently works in the Pnc |
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No Languages Available
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Candice Fleischood Caia has prior
experience in the following industries:
Wells Fargo Private Bank | Bank Of America Private Bank | Vanguard -
Candice Fleischood Caia has the following professional experience:
Pnc | Wells Fargo Private Bank | Bank Of America Private Bank | Vanguard -
You can view Candice Fleischood Caia’s LinkedIn profile at LinkedIn URL
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Candice Fleischood Caia’s work email
addresses are
candice.fleischood@wellsfargo.com -
Pnc |
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