John Lloyd Cfa, Frm, Caia

John Lloyd, CFA, FRM, CAIA has extensive experience in the finance industry. John is currently working as a Managing Director at New York Life Investments since January 2016. Prior to that, they served as a Managing Director at Credit Suisse from September 2004 to January 2016. Before joining Credit Suisse, John worked as a Vice President at Merrill Lynch from 1999 to 2004. John started their career at Reuters Group, where they held various roles including Project Leader - Analytic Tools: Fixed Income, Equities and Warrants, and Analyst from 1995 to 1999.

John Lloyd, CFA, FRM, CAIA has an MBA in Quantitative Analysis/Computer Information Systems from St. John's University. In addition to their degree, they have obtained several certifications throughout their career. These certifications include the FINRA Series 24 - General Securities Principal, obtained in May 2013, the FINRA Series 66 - Uniform Combined State Law, obtained in November 2004, and the FINRA Series 7 - General Securities Representative, obtained in March 2000. John is also a Chartered Financial Analyst, with the institution being identified as 162977, although the specific month and year of obtaining this certification are not provided.