David Moniz, Cfa, Cfp® Email & Phone Number

Wayne, PA, US

I work closely with investors to construct an investment portfolio designed to meet their investment goals and risk tolerance. I meet with my investment clients at least annually to review their portfolio and determine whether any changes to the strategy are warranted. I provide professional advice on investing, provide financial solutions, direction, and.

Construct customized investment portfolios for clients in accordance to their stated goals & objectives.Periodically meet with clients to reconfirm goals, review performance results, and provide guidance.Coordinate efforts with a client's other trusted advisors to deliver superior customer service.

Radnor, PA

Demonstrate leadership by providing support, systems training, and financial industry knowledge to the operations teamCollaborate with internal and external auditors to maintain internal controls and ensure Haverford operates within established financial rules & regulations.Enhance procedures and processes by creating new tools and reports. Examples.

Radnor, PA

Prepare and finalize equity, fixed income, derivative, and mutual fund trade settlementsResearch and resolve trade settlement issues and asset out of balancesPurchasing and redeeming proprietary CD'sPrepare physical certificates for delivery to transfer agentReceive, deliver, and transfer client assetsReview transaction and account coding to ensure.

Compile credit reports, financial data, and other information on potential customers in order to calculate credit riskBased on the credit risk assessment, decide on fair credit terms that would both shield the company from credit risk and allow the customer some financial flexibilityMonitor current client accounts and enforce the corporate credit.

Master Of Business Administration (Mba), 3.83

Bachelor'S Degree, Finance, General