Ben Z

Ben Z Email and Phone Number

CFA @
Ben Z's Location
New York, New York, United States, United States
Ben Z's Contact Details

Ben Z work email

Ben Z personal email

n/a
About Ben Z

Ben Z is a CFA at Endurance Holdings. He possess expertise in asset allocation, mutual funds, investment management, asset management, portfolio management and 23 more skills.

Ben Z's Current Company Details
Endurance Holdings

Endurance Holdings

CFA
Ben Z Work Experience Details
  • Endurance Holdings
    Director
    Endurance Holdings Aug 2018 - Present
    New York City Metropolitan Area
    • Manage a portfolio of residential & commercial properties
  • Morningstar
    Senior Consultant For Institutional Software
    Morningstar Aug 2012 - May 2018
    New York, New York
    • Managed key relationships with U.S. financial institutions for enterprise-level investment research and data platforms• Implemented research processes and cloud-based investment research tools for managed funds, equity, fixed income, and alternative investments • Advised investment management teams on asset allocation modeling and portfolio construction• Analyzed portfolio risks, portfolio projections in different scenarios, tactical allocation strategies and Black-Litterman models
    View
  • Morningstar
    Sales Director
    Morningstar Jan 2012 - Aug 2012
    New York, New York
    •  Grew sales and business contracts with 200+ asset manager clients in the U.S. Northeast
    View
  • Morningstar
    Client Solutions Consultant For Mstar Research Platforms
    Morningstar Jul 2007 - Dec 2011
    Greater Chicago Area
    • Managed relationships with investment advisors for research and portfolio accounting software
    View

Ben Z Skills

Asset Allocation Mutual Funds Investment Management Asset Management Portfolio Management Alternative Investments Equities Investment Advisory Wealth Management Investment Strategies Financial Analysis Investment Banking Data Analysis Financial Modeling Institutional Investments Capital Markets Analysis Economic Research Team Leadership Leadership Development Software Consulting Quantitative Research Portfolio Optimization Retirement Planning Strategic Financial Planning Direct Sales Sales Process Indexing Software Asset Management

Ben Z Education Details

Frequently Asked Questions about Ben Z

What company does Ben Z work for?

Ben Z works for Endurance Holdings

What is Ben Z's role at the current company?

Ben Z's current role is CFA.

What is Ben Z's email address?

Ben Z's email address is be****@****tar.com

What schools did Ben Z attend?

Ben Z attended Nyu Stern School Of Business, University Of Michigan - Stephen M. Ross School Of Business.

What skills is Ben Z known for?

Ben Z has skills like Asset Allocation, Mutual Funds, Investment Management, Asset Management, Portfolio Management, Alternative Investments, Equities, Investment Advisory, Wealth Management, Investment Strategies, Financial Analysis, Investment Banking.

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