Ron Surz
- Role
- Target Date Solutions
- Location
- San Clemente, CA, US
- LinkedIn followers
- 500 followers
About Ron Surz
Possible rewritten summary and headlines: President @ Target Date Solutions |…
Experience
Present
Education
University of Chicago
MBA, Finance
1971 — 1974
University of Illinois Chicago
MS, Applied Mathematics
1963 — 1969
Skills
- Defined Benefit
- Relationship Management
- Fixed Income
- Due Diligence
- Performance Attribution
- Hedge Funds
- Investment Strategies
- Alternative Investments
- Separately Managed Accounts
- Financial Risk
- Asset Management
- Strategic Visionary
- Mergers & Acquisitions
- Financial Advisory
- Investments
- Equity Research
- Retirement
- Bonds
- Strategic Financial Planning
- Investment Advisory
- Investment Management
- Target Date Funds
- Financial Markets
- Investment Manager Due Diligence
- Core
- Funding
- Finance
- Asset Managment
- Pensions
- Retirement Planning
- Portfolio Management
- Mergers
- Institutional Investments
- Capital Markets
- Series 7
- Trading
- Wealth Management Services
- Series 63
- Fashion
- Style Indexes, Especially Core
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