Reading Wilson

Portfolio Manager Shepherd Kaplan Krochuk

Role
Portfolio Manager at Shepherd Kaplan Krochuk, Llc
Location
Santa Barbara, CA, US
LinkedIn followers
500 followers
Finance & AccountingView LinkedIn profile

Experience

  1. Portfolio Manager

    Shepherd Kaplan Krochuk, Llc

    Nov 2017 — Present · Boston, MA, US

Education

  • Northwestern University

    Bachelor of Arts (BA), Economics

    1982 — 1986

Skills

  • Editing
  • Microsoft Word
  • Financial Analysis
  • Windows
  • Budgets
  • Accounting
  • Research
  • Outlook
  • Powerpoint
  • Strategy
  • Analysis
  • Public Speaking
  • Mergers
  • Strategic Planning
  • Investments
  • Due Diligence
  • English
  • Team Building
  • Management
  • Customer Service
  • Negotiation
  • Business Strategy
  • Teaching
  • Equities
  • Portfolio Management
  • Mergers
  • Asset Management
  • Start-Ups

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Reading Wilson — Portfolio Manager at Shepherd Kaplan Krochuk, Llc in Santa Barbara, CA, US | Unifers