Rick Spencer
- Role
- Trust Investment Officer at First Command Financial Services, Inc.
- Location
- Gainesville, TX, US
- LinkedIn followers
- 500 followers
Finance & AccountingView LinkedIn profile
About Rick Spencer
Rick possesses a thorough understanding of advanced investment analysis and real-world…
Experience
Trust Investment Officer
First Command Financial Services, Inc.
Feb 2021 — Present
Skills
- Excel Models
- Performance Measurement
- Trading
- Asset Allocation
- Limited Partnerships
- Bonds
- Portfolio Management
- Financial Statements
- Investment Strategies
- Valuation
- Equity Valuation
- Equities
- Investment Advisory
- Mutual Funds
- Risk Management
- Investment Management
- Alternative Investments
- Ms Excel Pivot Tables
- Investments
- Equity Trading
- Wealth Management
- Asset Management
- Equity Research
- Series 66
- Performance Reporting
- Performance Attribution
- Fund Analysis
- Securities
- Microsoft Excel
- Equity Derivatives
- Fixed Income
- Analysis
- Financial Analysis
- Finance
- Financial Services
- Derivatives
- Hedging
- Series 7
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