Roni Puleo
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Roni Puleo is the Founder of Candor Investment Scouts, LLC, a third-party marketing and consulting firm. She has over 30 years of experience in institutional equity sales and management in the greater New York and Boston areas. Her expertise includes relationship management; selling varied equity and fixed income products; and providing investment advice to large institutions including mutual and hedge fund managers, wealth managers, and bank and broker owned asset managers. Ms. Puleo was a former Managing Director at Ned Davis Research, Macquarie Capital Markets, RBC Capital Markets, Dahlman Rose, and Schroders. She also has over 16 years of experience at Prudential Securities beginning in New York City.
Ms. Puleo earned a BSBA in marketing at Villanova University. |
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