Todd Simones
Senior Manager Research Analyst - Private Credit
- Role
- Senior Manager Research Analyst - Private Credit at Rvk, Inc
- Location
- Portland, OR, US
- LinkedIn followers
- 500 followers
Finance & AccountingView LinkedIn profile
Experience
Senior Manager Research Analyst - Private Credit
May 2023 — Present · Portland, OR, US
As a member of RVK\'s private credit research team, I\'m involved in sourcing and conducting due diligence on private credit investment opportunities. I also provide private credit research and education to RVK\'s clients and consulting team.
Education
Montana State University-Bozeman, Montana
Bachelor of Arts (B.A.), Political Science and Government
1999 — 2003
Skills
- Mutual Funds
- 401k
- Analysis
- Sales
- Financial Services
- Separately Managed Accounts
- Investment Advisory
- Relationship Management
- Variable Annuities
- Fixed Income
- Investment Strategies
- Finra
- Bonds
- Etfs
- Iras
- Bloomberg
- Credit Analysis
- Structured Products
- Corporate Credit
- Microsoft Excel
- Microsoft Office
- Private Equity
- Hedge Funds
- Asset Management
- Investments
- Asset Allocation
- 401(K) Retirement Savings Plans
- Alternative Investments
- Series 7
- Structured Finance
- Autocad
- Senior Bankl Loans
- Morningstar Direct
- Goldman Sachs 360
- Crm Databases
- Workday
- Concur
- Investment Banking
- Salesforce.com
- Etf
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