Tim Marchesi

Portfolio Manager @Demarche

Chicago, IL, US
MOBILE NUMBERS
+91 *********19

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WORK HISTORY

Jan 2007 — Present

Portfolio Manager @Demarche

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DeMarche’s OCIO arm, Discretionary Management Services (DMS) provides clients with implementation of investment policies, including Socially Responsible Investing (SRI) principles, Environmental, Social, and Governance (ESG) guidelines, and Global Tactical Asset Allocation strategies.

EDUCATION

1981 — 1984

Rockhurst High School

High School

1984 — 1988

University of Notre Dame

BBA, Finance

SKILLS

Medical Equiprment SalesInvestment Policy GuidelinesAlternative InvestmentsStock Market Phase / SupercyclesPerformance BenchmarkingU.s. Health Insurance Portability and Accountability Act (Hipaa)HospitalsOral SurgeryRecording ArtistDental AssistingCoordinating Health ServicesDiscretionary OcioAsset MixEleemosynaryDentistryVocalistEquitiesAvanced Cpr and First AidEfficient FrontierGlobal Tactical Asset Allocation (Gtaa)Manager SearchHealth EducationClinical ResearchX-RayFiduciary ServicesHealthcare ManagementInvestment ConsultantMedical TerminologyBasic Life Support (Bls)Capital Markets ResearchManager Due DiligenceSurgeryHipaaDefined Benefit (Db)Cardiopulmonary Resuscitation (Cpr)SurgeonsMedicineEntOperating RoomEndowment & Foundation Advisor

ABOUT TIM MARCHESI

I lead a deeply experienced group of institutional investment consultants, portfolio…

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