John Godshall
Portfolio Strategy | Financial Markets | Asset Management | Fixed Income
- Role
- Senior Portfolio Strategist at First Citizens Wealth
- Location
- Charlotte, NC, US
- LinkedIn followers
- 500 followers
About John Godshall
Portfolio Strategist, Fixed Income Trader, Sales Leader and Client Portfolio Manager with expertise in Structured Credit and other Securitized Products.• 25 years combined buy-side and sell-side experience.• Experience in banks, brokerage firms and asset managers.• Products: CLO, CMBS, ABS, RMBS, CDO, CORP, UST, MBS• Clients include high net worth individuals, global financial institutions and asset managers.• Software: Salesforce, Bloomberg, Market Access, ICE, Evestment, Intex, Seismic, Envestnet, Factset and Microsoft Office.• FINRA Licenses: Series 7 and Series 63.Fixed Income Products, Business Development, Product Development, Sales, Trading, Origination, Syndication, Client Portfolio Management, Distribution, Debt Capital Markets (DCM), and Securitizations.
Experience
Senior Portfolio Strategist
Dec 2024 — Present · Charlotte, NC, US
Primary investment relationship manager to high net worth clients. Inform on investment policy development, asset allocation, performance analysis and reporting, and manager structure.
Education
The University of North Carolina at Chapel Hill
Bachelor of Arts (BA), Communication and Media Studies
1991 — 1995
Skills
- Structured Finance
- Bloomberg
- Fixed Income
- Hedge Funds
- Alternative Investments
- Structured Products
- Asset Management
- Investments
- Mbs
- Bonds
- Capital Markets
- Series 7
- Investment Banking
- Series 63
- Securities
- Cmbs
- Abs
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.