John M.
CFA Candidate
- Role
- Jr Research Analyst at HBKS Wealth Advisors
- Location
- Pittsburgh, PA, US
- LinkedIn followers
- 500 followers
About John M.
Experienced financial analyst and administrator with a demonstrated history of improving processes and relationships in a variety of industries. Skilled in project management, financial reporting and analysis, cross-functional leadership, public speaking, and teaching/training.
Experience
Jr Research Analyst
Jan 2023 — Present
Report to the firm’s Chief Investment Officer (CIO) and support the firm’s asset management functions as directed by the CIO. • Analyze and recommend securities in support of firm’s financial advisors and clients.• Non-voting member of Investment Policy Committee (IPC). • Support other firm activities as needed.
Education
Boston University - School of Management
Bachelor of Science in Business Administration, Finance
2012 — 2016
Find verified contacts for anyone on LinkedIn
Unifers gives sales teams verified emails and direct dials, enriched profiles, and outreach that lands in the inbox.
Free plan included · No credit card required
This profile is compiled from publicly available professional sources. Unifers is not affiliated with or endorsed by LinkedIn. Request removal of this profile.