Bryce Larson work email
- Valid
- Valid
Bryce Larson personal email
Bryce Larson is a Portfolio Advisor at SVB Private. They possess expertise in microsoft excel, microsoft word, microsoft powerpoint, microsoft outlook, microsoft access and 12 more skills.
-
Portfolio AdvisorSvb PrivateSanta Monica, Ca, Us -
Portfolio AdvisorSvb Private Sep 2022 - Present -
Premier Service ConsultantSvb Private Nov 2020 - Sep 2022
-
Private Bank AdvisorSilicon Valley Bank Sep 2019 - Nov 2020Santa Clara, Ca, Us
-
Specialist - Business Development GroupVanguard Jun 2018 - Sep 2019Valley Forge, Pa, Us -
Executive AssistantLdl General Contractors, Inc. Jun 2014 - May 2018Relationship Management – Maintained relationships with subcontractors, vendors, and other business partners by coordinating various aspects of business operations in order to facilitate successful project management. Process Improvement - Created and implemented new filing system that required less than 50% of previous time necessary to find documents relating to subcontractor relations, regulatory, accounting, budgeting, as well as legal aspects of the business.
-
ConsultantGno Investment Club May 2017 - Aug 2017Portfolio Performance Reporting - Calculated absolute and time-weighted returns for nearly 20 years of portfolio performance data to yield average historical returns and help gauge portfolio volatility. Cost Basis Calculation - Computed cost basis prices for all securities in portfolio to assist in determining tax liability as well as overall profit/loss for each individual security.
-
Conversion Summer AnalystLoring Ward Jun 2016 - Aug 2016St. Louis, Missouri, UsMean-Variance Optimization - Communicated with Portfolio Strategy & Research Department in order to ascertain how mean-variance optimization is applied in the construction of portfolios with the objective of achieving an optimal risk-adjusted return profile.Project Management - Assisted conversion team in facilitating the transfer of new client accounts. Developed and updated Excel spreadsheets for tracking open action items and their respective timelines, reviewing client asset allocation models, as well as assisting with the production of conversion team information material. -
Global Wealth And Investment Management Summer AnalystMerrill Lynch Jun 2015 - Aug 2015New York, Ny, UsPortfolio Management - Obtained knowledge from Advisors with over 25 years of industry experience about determining asset allocation, equity and fixed income security selection in addition to how to manage risk through diversification in order to satisfy client risk/return investment objectives.Portfolio Rebalancing & Order Entry - Rebalanced existing portfolios to meet target allocations and entered security specific trades under supervision of Advisor.Investment Proposal Creation - Assembled investment proposals for clients that included target asset allocation, client risk and return objectives, and recommended securities. -
Administrative AssistantCalifornia Property Tax Solutions, Inc. Jul 2012 - Jun 2014Property Value Research – Performed property value research that assisted the President in preparing property tax appeals for clients by locating properties to be used in a sales comparison valuation approach. This helped contribute to the firm’s 80% property tax appeal success rate. Data Entry – Entered data relating to the firm’s historical and upcoming property tax appeal cases, billing schedules, and the County Assessor Office’s most recent client property valuations.
Bryce Larson Skills
Bryce Larson Education Details
-
San José State UniversityFinance -
Westlake High SchoolHigh School Diploma
Frequently Asked Questions about Bryce Larson
What company does Bryce Larson work for?
Bryce Larson works for Svb Private
What is Bryce Larson's role at the current company?
Bryce Larson's current role is Portfolio Advisor.
What is Bryce Larson's email address?
Bryce Larson's email address is bl****@****ard.com
What schools did Bryce Larson attend?
Bryce Larson attended San José State University, Westlake High School.
What skills is Bryce Larson known for?
Bryce Larson has skills like Microsoft Excel, Microsoft Word, Microsoft Powerpoint, Microsoft Outlook, Microsoft Access, Microsoft Office, Leadership, Management, Financial Analysis, Economic Research, Data Analysis, Qualitative Research.
Free Chrome Extension
Find emails, phones & company data instantly
Download 750 million emails and 100 million phone numbers
Access emails and phone numbers of over 750 million business users. Instantly download verified profiles using 20+ filters, including location, job title, company, function, and industry.
Start your free trial