George Bouzakis

George Bouzakis has a solid work history in the finance industry. George started their career at Oppenheimer in 2004, where they acquired Series 7/63 licenses and monitored client accounts totaling 200 MM AUM. In 2005, they joined Lehman Brothers as an Associate in Fund Advisory Services, where they monitored various investment products and provided risk reporting and analysis for portfolio managers and clients. In 2008, George joined ClearBridge Investments, first as an Assistant Vice President - Portfolio Associate, where they serviced a large account base and performed daily and weekly checks on the accounts. George was promoted to Vice President - Senior Portfolio Associate in 2016 and was responsible for executing trades based on clients' guidelines and asset allocation. Throughout their career, George has demonstrated their expertise in portfolio management and client service.

George Bouzakis completed their Bachelor of Science (BS) degree with a major in Finance/Marketing from the State University of New York at Buffalo - School of Management in 2003. Additionally, they obtained several certifications including the Securities Industry Essentials (SIE), Series 63, and Series 7 from various institutions such as FINRA and the Financial Industry Regulatory Authority (FINRA). No specific dates of obtaining these certifications are provided.