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Joseph J. Sims, CFA
Deputy Chief Investment Officer, Advisor
Education:
B.A. Political Science, San Francisco State University; CFA charter holder; FINRA Series 65, previously held Series 7 & 63
Business Activities:
Equity Research Analyst with Jefferies and Company, responsible for generating investment opinions on companies within the Education and Training industries; also covered Real Estate Investment Trusts as an Equity Research Associate with Jefferies and Company; served as an Equity Research Assistant at Bank of America Securities, covering Enterprise and Consumer Software.
Emery Bay Center
6425 Christie Avenue, Suite 290
Emeryville, CA 94608
415.926.7200
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