Warren Coleman
- Role
- VP and Senior Portfolio Manager at Fifth Third Bank
- Location
- Cleveland, OH, US
- LinkedIn followers
- 500 followers
About Warren Coleman
Certified Public Accountant (CPA) awarded 2016 Chartered Financial Analyst (CFA)…
Experience
VP and Senior Portfolio Manager
Jan 2011 — Present
Discretionary investment portfolio management for corporations, foundations, endowments, not-for-profits and high net worth clients.
Skills
- Wealth Management
- Financial Structuring
- Corporate Governance
- Equities
- Investments
- Financial Analysis
- Banking
- Mergers
- Negotiation
- Business Valuation
- Investment Advisory
- Investment Banking
- Hedge Funds
- Business Planning
- Equity Research
- Capital Raising
- Private Equity
- Project Planning
- Acquisition Integration
- Fixed Income
- Financial Modeling
- Planning
- Asset Management
- Sales Management
- Strategic Planning
- Venture Capital
- Business Development
- Start-Ups
- Investment Management
- Entrepreneurship
- Business Strategy
- Bloomberg
- Due Diligence
- Investment Strategies
- Strategic Financial Planning
- Customer Insight
- Modeling
- Series 63
- Management Consulting
- Alternative 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.