Jeffrey Serbin
Research Analyst at Providence Capital Advisors, LLC
- Role
- Research Analyst at Providence Capital Advisors, Llc
- Location
- Charlotte, NC, US
- LinkedIn followers
- 500 followers
Experience
Research Analyst
Providence Capital Advisors, Llc
Jul 2021 — Present
Generate investment ideas for the Firm’s portfolios and present these ideas to the portfolio managers-Research current portfolio holdings and summarize in written reports-Perform industry research and communicate relevant findings to portfolio managers-Assist in the monitoring and due diligence of alternative assets-Prepare content in preparation for client meetings-Provide general support to portfolio managers
Education
Cornell University
Master of Industrial and Labor Relations
University of Notre Dame - Mendoza College of Business
Master of Business Administration - MBA
The Ohio State University Fisher College of Business
Bachelor of Business Administration (B.B.A.)
Skills
- Management
- Data Entry
- Customer Service
- Public Speaking
- Leadership
- Project Management
- Data Analysis
- Teamwork
- Time Management
- Supply Chain
- Microsoft Word
- Sap
- Operations Management
- Microsoft Office
- Microsoft Excel
- Powerpoint
- Supply Chain Management
- Access
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