Todd D.
Portfolio Manager, Managing Partner | Crafting Personalized Investment Strategies with a Focus on Tax Efficiency, Asset Placement, and Legacy Protection
- Role
- Portfolio Manager, Managing Partner at Elevated Private Wealth, Llc
- Location
- Milwaukee, WI, US
- LinkedIn followers
- 500 followers
Experience
Portfolio Manager, Managing Partner
Apr 2025 — Present · Brookfield, WI, US
Skills
- Business Intelligence
- Sql
- Behavioral Targeting
- Management
- Process Improvement
- Forecasting
- Kpi Dashboards
- Navision
- Budget Process
- Microsoft Sql Server
- Reporting & Analysis
- Sales Analysis
- Financial Modeling
- Microsoft Excel
- Data Mining
- Root Cause Analysis
- Accounting
- Sharepoint
- Financial Analysis
- Sql Server Management Studio
- Business Analysis
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