JZ

Jasmine Z.

Head Of Sales, Regional at First Trust Portfolios

Jasmine Z. has worked as the VP, Product Specialist & Client Portfolio Manager at First Trust since February 2018. Before that, they worked as an Institutional Fixed Income Sales at MUFG from April 2017 to December 2017. Prior to that, they were an Account Manager at Bloomberg LP from 2012 to April 2017 and a Tax Specialist from March 2010 to 2012.

Jasmine Z.'s education history includes attending the University of Strathclyde, although the specific start and end years are unknown. No degree or field of study is specified for this period. Jasmine Z. also studied at The Chartered Institute for Securities & Investment (The CISI), but again, the start and end years, as well as the degree or field of study, are not provided.

In addition to their education, Jasmine Z. has obtained several certifications. These include the "Approved persons - CF30 Registered" certification from the Financial Conduct Authority, obtained in 2017. Jasmine also holds certifications such as the "Chartered Alternative Investment Analyst (CAIA)" from the CAIA Association, the "CFA Investment Management Diploma (IMD)" from the CFA Institute, and the "CISI - Capital Markets Diploma; CISI - Wealth Management" from The Chartered Institute for Securities & Investment (The CISI).

Furthermore, Jasmine Z. has received certifications in areas like ESG Investing from the CFA Institute, Fundamentals from ACCA, HKSI from the Hong Kong Securities and Investment Institute, and WSET Level 2 Award In Wines from the Wine & Spirit Education Trust. The specific months or years in which these certifications were obtained are not provided.

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