Sheena Effendi
Consulting Analyst

Sheena Effendi joined the Olcott Consulting Group as a technical analyst. She is primarily responsible for reviewing asset-allocation studies, asset manager searches, investment performance analysis and manager style analysis and manager evaluation. In addition, she serves on the group’s Investment Committee, coordinating outside research on the financial markets and our investment strategies. Sheena also participates in and assists with client services and reviews.

Sheena brings to the table her nine years of experience in the banking and financial services industries. She earned a B.S. in finance from George Mason University. She holds her registered representative and investment advisory representative securities registrations.

 

Securities-related services may be provided to individuals residing in
DC FL GA IL MA MD MO ND NJ NY OH PA SC TX VA
Insurance-related services may be provided only to individuals residing in
DC FL IL MD MO NY SC VA

Investment products and services are offered through Wells Fargo Advisors Financial Network, LLC (WFAFN). Wells Fargo Advisors is the trade name used by two separate registered broker-dealers: Wells Fargo Advisors, LLC, and Wells Fargo Advisors Financial Network, LLC, Members SIPC, non-bank affiliates of Wells Fargo & Company. Olcott Consulting Group is a separate entity from WFAFN. (0311-5877)
Privacy   |   Legal   |   Security
Copyright © 2011 Olcott Consulting Group - Site by Holleratme.com