Tom Garretson

Tom Garretson

Fixed Income Portfolio Strategist at RBC Wealth Management

Role
Senior Portfolio Strategist at RBC Wealth Management
Location
New York, NY, US
LinkedIn followers
500 followers

Experience

  1. Senior Portfolio Strategist

    RBC Wealth Management

    Sep 2013 — Present · Minneapolis, MN, US

Education

  • UMN Carlson School of Management

    MBA, Finance

    2011 — 2013

  • University of Denver

    Bachelor of Science in Business Administration, Finance

    2004 — 2007

Skills

  • Data Analysis
  • Business Valuation
  • Investments
  • Valuation
  • Financial Analysis
  • Asset Allocation
  • Fixed Income
  • Financial Modeling
  • Quantitative Analytics
  • Bloomberg
  • Chartered Financial Analyst
  • Strategy
  • Portfolio Management
  • Equity Research
  • Asset Management
  • Alternative Investments
  • Private Equity
  • Corporate Finance

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