Philip Kaltman
Associate Vice President at Bank OZK
- Role
- Associate Vice President, Portfolio Management at Bank OZK
- Location
- Dallas, TX, US
- LinkedIn followers
- 500 followers
About Philip Kaltman
My passion for analytics and puzzle solving have driven my career across banking, financial services and corporate finance. My expertise in financial modeling and data-driven storytelling add value to the teams and organizations I support. Technical Expertise: CFA Level One candidate, VBA, Advanced Excel, Advanced PowerPoint, Microsoft Office, Basic Python
Experience
Associate Vice President, Portfolio Management
Jun 2024 — Present · Dallas, TX, US
Education
Georgia Institute of Technology
Bachelor of Science in Business Administration, Finance
2014 — 2017
Skills
- Research
- Stock Pitching
- Stock Valuation
- Leadership
- Financial Modeling
- Financial Analysis
- Financial Market Research
- Financial Reporting
- Microsoft Word
- Public Speaking
- Biology
- Laboratory
- Microsoft Office
- Python
- Powerpoint
- Microsoft Excel
- Legal Research
- Financial Accounting
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