Jodi Neuman, CFA

Jodi Neuman, CFA, has a diverse work experience spanning various industries and roles. Jodi started their career as a Bank Examiner Intern at the Office of the Comptroller of the Currency in 2006. In 2007, they joined Dougherty & Company as a Senior Loan Analyst and worked there until 2012. Jodi then moved to Caja Rural Los Andes in 2013, where they worked on a consulting project. In 2014, they joined Trillium Asset Management as the Manager of Advisor Relations, and later transitioned to the role of Investment Manager in 2016. Jodi has a strong background in finance and demonstrated expertise in investment management and advisor relations.

Jodi Neuman, CFA pursued their education in a chronological order. In 2004, they attended the University of Wisconsin-Eau Claire, where they obtained their Bachelor of Business Administration (BBA) degree in Business Economics in 2008. Following this, from 2012 to 2014, Jodi completed their Master of Business Administration (MBA) degree in Finance, General at HEC Paris.