Charlotte Walsh, CFA, has extensive experience in consultant relations across multiple prestigious financial institutions. Currently serving as Managing Director at Jennison Associates LLC since June 2020, Charlotte has previously held key roles including Consultant Relations Director at ClearBridge Investments and Putnam Investments. Prior to these positions, Charlotte was Managing Director at Glen Point Partners/Ranieri Partners and held leadership roles at Allegiant Asset Management, Oppenheimer Capital, and Banc One Investment Advisors. Charlotte began their career at Mercer Investment Consulting as Principal and has also worked as an Associate at Industrial Bank of Japan.
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