Stephen T.
Director of Investments, Modern Wealth Management
- Role
- Director of Investments at Modern Wealth Management
- Location
- Atlanta, GA, US
- LinkedIn followers
- 500 followers
Finance & AccountingView LinkedIn profile
About Stephen T.
Master of Science in Finance graduate and Chartered Financial Analyst (CFA) with core skills in portfolio management and investment review and diligence.Specialties: Investment Analysis
Experience
Director of Investments
May 2023 — Present
Education
Georgia State University - J. Mack Robinson College of Business
Masters, Finance
2005 — 2006
Chartered Financial Analyst (CFA)
CFA, Investment Analysis
2006 — 2009
Mercer University
Bachelors, Finance & Economics
2001 — 2005
Georgia State University
Master of Science, Finance
2005 — 2006
Skills
- Microsoft Excel
- Asset Management
- Financial Planning
- Equity Valuation
- Real Estate
- Financial Modeling
- Equities
- Cash Flow
- Asset Allocation
- Mutual Funds
- Analysis
- Bloomberg Terminal
- Data Analysis
- Financial Markets
- Customer Relations
- Trading
- Financial Management
- Valuation
- Corporate Finance
- Customer Service
- Options
- Statistics
- Asset Managment
- Business Valuation
- Emerging Markets
- Stocks
- Strategic Financial Planning
- Excel
- Investment Management
- Risk
- Bloomberg
- Investment Policy
- Financial Analysis
- Equity Research
- Due Diligence
- Securities
- Fixed Income
- Portfolios
- Economics
- Investments
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.