Associate Vice President, Portfolio Management
Current
Nov 2022 - Present
AeroLeads people directory · profile
David Bugbee Email & Phone Number
Associate Vice President, Portfolio Management at Vest Financial
at
Vest
1 work email found
@cboevest.com
LinkedIn matched
4 data sources
Profile completeness 100%
Current company
Role
Associate Vice President, Portfolio Management at Vest Financial
Location
Amherst, Massachusetts, United States
Who is David Bugbee? Overview
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Quick answer
David Bugbee is listed as Associate Vice President, Portfolio Management at Vest Financial at Vest, based in Amherst, Massachusetts, United States. AeroLeads shows a work email signal at cboevest.com and a matched LinkedIn profile for David Bugbee.
David Bugbee previously worked as Associate Vice President, Portfolio Management at Vest and Senior Trade Operations Associate at Geode Capital Management. David Bugbee holds Bachelor'S Degree, Economics & Business With A Minor In History from St. Lawrence University.
Company email context
Email format at Vest
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{first_initial}{last}@cboevest.com
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AeroLeads found 1 current-domain work email signal for David Bugbee. Compare company email patterns before reaching out.
Profile bio
About David Bugbee
David Bugbee is a Associate Vice President, Portfolio Management at Vest Financial at Vest. He possess expertise in leadership, research, microsoft word, microsoft excel, powerpoint and 10 more skills.
Listed skills include Leadership, Research, Microsoft Word, Microsoft Excel, and 11 others.
Current workplace
David Bugbee's current company
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5 roles
David Bugbee work experience
A career timeline built from the work history available for this profile.
Senior Trade Operations Associate
- Analyze & reconcile daily holdings and position reports to determine accurate security weighting for over 200 funds with over 100 varying benchmarks - liaise with portfolio managers on developments within these ETF, mutual and alternative funds- Create daily cash flow forecasts by calculating all expected incoming and outgoing cash flows across the firm.
Feb 2019 - Nov 2022
Senior Associate
- Facilitated the settlement of ETFs on the primary market by ensuring the Authorized Participants were posting the correct amount of collateral and delivering the appropriate underlying constituents where necessary.- Managed the AP's collateral accounts
Dec 2016 - Feb 2019
Summer Internship
- Analyzed market disruptors, mainly in the population and credit trend sectors, to deliver presentations to upper management on the status of the marketplace.
Jun 2015 - Aug 2015
Camp Counselor
Jun 2014 - Aug 2014
2 education records
David Bugbee education
Bachelor'S Degree, Economics & Business With A Minor In History
St. Lawrence University
Education record
Holderness School
FAQ
Frequently asked questions about David Bugbee
Quick answers generated from the profile data available on this page.
What company does David Bugbee work for?
David Bugbee works for Vest.
What is David Bugbee's role at Vest?
David Bugbee is listed as Associate Vice President, Portfolio Management at Vest Financial at Vest.
What is David Bugbee's email address?
AeroLeads has found 1 work email signal at @cboevest.com for David Bugbee at Vest.
Where is David Bugbee based?
David Bugbee is based in Amherst, Massachusetts, United States while working with Vest.
What companies has David Bugbee worked for?
David Bugbee has worked for Vest, Geode Capital Management, State Street, Travelers, and Pilgrim Pines Camp And Conference Center.
How can I contact David Bugbee?
You can use AeroLeads to view verified contact signals for David Bugbee at Vest, including work email, phone, and LinkedIn data when available.
What schools did David Bugbee attend?
David Bugbee holds Bachelor'S Degree, Economics & Business With A Minor In History from St. Lawrence University.
What skills is David Bugbee known for?
David Bugbee is listed with skills including Leadership, Research, Microsoft Word, Microsoft Excel, Powerpoint, Teamwork, Microsoft Office, and Public Speaking.
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