J. J. Dawson
Senior Vice President, Senior Portfolio Manager at Fifth Third Private Bank
- Role
- SVP, Senior Investment Advisor at Fifth Third Private Bank
- Location
- Nashville, TN, US
- LinkedIn followers
- 500 followers
Finance & AccountingView LinkedIn profile
About J. J. Dawson
Delivering tailor-made investment and financial solutions to a select group of…
Experience
SVP, Senior Investment Advisor
Nov 2017 — Present · Nashville, TN, US
Help clients build and mange Investment Portfolios constructed of Public Equity, Bonds, Hedge Funds, Private Markets and Real Estate investments in conjunction with customized Family Wealth plans.
Skills
- Finance
- Retirement
- Strategic Financial Planning
- Asset Managment
- Asset Allocation
- Mutual Funds
- Risk Budgeting
- Investment Strategies
- Alternative Investments
- Etfs
- Financial Services
- Fixed Income Analysis
- Wealth
- Asset Management
- Series 7
- Portfolio Management
- Series 63
- Trading
- Investment Advisory
- Investments
- Consulting
- Investment Management
- Retirement Planning
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