Derek M. Vasko
Senior Director - Investment Strategy at Choreo Advisors
- Role
- Senior Director, Investment Strategy at Choreo
- Location
- Charlotte, NC, US
- LinkedIn followers
- 500 followers
About Derek M. Vasko
Choreo Advisors is a limited liability company that provides investment advisory services, financial planning, and other wealth management services to individuals and businesses. Choreo Advisors is an SEC-registered investment advisor.Please contact me through e-mail at D••••••••@choreoadvisors.com. I cannot respond to messages via LinkedIn.
Experience
Senior Director, Investment Strategy
Jul 2022 — Present · Charlotte, NC, US
Education
West Chester University of Pennsylvania
BS, Finance, Minor, Accounting
2000 — 2004
CFA Institute
CFA Charter, Accounting and Finance
2007 — 2010
Skills
- Capital Markets
- Series 7
- Investment Strategies
- Investment Management
- Analysis
- Asset Management
- Portfolio Management
- Etfs
- Microsoft Excel
- Bloomberg
- Leadership
- Securities
- Market Commentary
- Finance
- Financial Planning
- Financial Markets
- Trading
- Wealth Management
- Investment Advisory
- Mutual Funds
- Asset Allocation
- Risk Management
- Investments
- Fixed Income
- Financial Modeling
- Equities
- Financial Analysis
- Financial Services
- Series 63
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