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Julian Suresh Sundaram

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Email: ****m@redvest.com.my
Location: Kuala Lumpur, Federal Territory of Kuala Lumpur, Malaysia
Current title:
Chief Investment Officer
Last updated: 22/05/2023 01:43 AM
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About

Julian Suresh Sundaram is from Kuala Lumpur, Federal Territory of Kuala Lumpur, Malaysia. Julian Suresh is currently Chief Investment Officer at Redvest Wealth & Asset Management, located in Shah Alam, Selangor, Malaysia. In Julian Suresh's previous role as a Portfolio Manager - Internship at Schwendiman Partners LLC, Julian Suresh worked in until Dec 1999.

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Julian Suresh Sundaram's current jobs
Title: Chief Investment Officer
Period: Jan 2022 - Present (3 years, 11 months)
Location: Shah Alam, Selangor, Malaysia

Maintain a consultative relationship and open dialogue with the Executive Directors and Board on investment-related matters including asset allocation decisions and the structure of the investment program with respect to external managers, advisors, consultants, as well as short- and long-term investment strategies. Conduct the research, evaluation, and selection of investments and asset allocation models using quantitative and qualitative methods, as well as make decisions to align the investment selections with client goals and risk tolerances. Direct all investment operations of the firm while generating new business, leading the Investment Policy Committee, and publishing regular financial markets commentary. Actively sourced and engaged a broad array of prospective clients to heighten the firm’s visibility, increase the AUM and market the firm’s vast array of personal and business related financial services.

Julian Suresh Sundaram's past jobs
Company: Schwendiman Partners LLC
Title: Portfolio Manager - Internship
Period: Jan 1999 - Dec 1999 (11 months)
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