Jeffrey Hertel
Senior Investment Analyst at RMS Investment Group, LLC
- Role
- Senior Investment Analyst at North Point Portfolio Managers
- Location
- Cleveland, OH, US
- LinkedIn followers
- 500 followers
Finance & AccountingView LinkedIn profile
Experience
Senior Investment Analyst
North Point Portfolio Managers
Apr 2019 — Present · Cleveland/Akron, OH, US
Education
Cleveland State University
Master of Business Administration (MBA)
Kent State University
Bachelor of Business Administration (BBA)
Skills
- Asset Management
- Investments
- Equities
- Portfolio Management
- Asset Allocation
- Mutual Funds
- Valuation
- Investment Management
- Financial Modeling
- Investment Strategies
- Client Service
- Client Retention
- Institutional Clients
- Bloomberg
- Factset
- Equity Research
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