Kiran Lalani

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Finance

Consumer Services

Profile

Ms. Kiran Lalani was previously employed as an Analyst by Morningstar, Inc. (Research), Wells Fargo Clearing Services LLC, a Research Analyst by Edward Jones Trust Co., and Morningstar, Inc. (Research).
She received her undergraduate degree from California State University-Northridge.

Former positions of Kiran Lalani

Companies	Position	End
Morningstar, Inc. (Research) Morningstar, Inc. (Research) Investment ManagersFinance Provides investment research	Analyst-Equity	30/04/2015
Wells Fargo Clearing Services LLC Wells Fargo Clearing Services LLC Investment ManagersFinance WFCS offers a variety of advisory programs. The firm's separately managed programs give clients the flexibility to select a model-based approach to separate account management or to customize a portfolio of individual professional money managers. Their mutual fund advisory programs are designed to help clients take advantage of the expertise of professional money managers through mutual funds or current market trends through ETFs. Through their financial advisor-directed portfolio management programs, a client's Financial Advisor takes on the responsibility of making day-to-day investment decisions.	Corporate Officer/Principal	-
Edward Jones Trust Co. Edward Jones Trust Co. Savings BanksFinance Operates as a federally chartered savings bank	Corporate Officer/Principal	-
Morningstar, Inc. (Research) Morningstar, Inc. (Research) Investment ManagersFinance Provides investment research	Corporate Officer/Principal	-

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Training of Kiran Lalani

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Linked companies

Private companies	4
Edward Jones Trust Co. Edward Jones Trust Co. Savings BanksFinance Operates as a federally chartered savings bank	Finance
California State University-Northridge California State University-Northridge Other Consumer ServicesConsumer Services Functions as a College/University	Consumer Services
Morningstar, Inc. (Research) Morningstar, Inc. (Research) Investment ManagersFinance Provides investment research	Finance
Wells Fargo Clearing Services LLC Wells Fargo Clearing Services LLC Investment ManagersFinance WFCS offers a variety of advisory programs. The firm's separately managed programs give clients the flexibility to select a model-based approach to separate account management or to customize a portfolio of individual professional money managers. Their mutual fund advisory programs are designed to help clients take advantage of the expertise of professional money managers through mutual funds or current market trends through ETFs. Through their financial advisor-directed portfolio management programs, a client's Financial Advisor takes on the responsibility of making day-to-day investment decisions.	Finance