Gerwin De Haan Email & Phone Number

Walnut Creek, CA, US

Torrance, California, United States

• Manage diverse portfolios for high-net-worth domestic and international clients.
• Execute trades across multiple asset classes including equities, fixed income, and alternative credit securities.
• Conducted in-depth financial analysis and implemented tax-efficient strategies using eMoney software.
• Assist in portfolio construction and develop risk management strategies to optimize returns.

Torrance, California, United States

• Developed and maintained Investment Policy Statements (IPS) and Investment Advisory Contracts (IAC) for diverse client portfolios, ensuring alignment with risk profiles, investment objectives, and regulatory.
• Managed critical operational processes including cash reporting, compliance procedures, and account openings for both domestic and international investors, navigating complex regulatory landscapes.
• Streamlined administrative workflows and operational efficiency, enhancing account management and client service quality while supporting the firm's investment strategies.

Pomona, California, United States

• Balanced rigorous 20+ hour weekly training schedule with academic commitments, demonstrating exceptional time management and dedication.
• Developed mental resilience and performance under pressure, skills directly applicable to high-stakes financial decision-making.
• Achieved 3-Time CCAA Conference Champion status, showcasing goal-oriented mindset and competitive drive.

Lemmer, Friesland, Netherlands

• Demonstrated leadership and time management skills as Co-Manager, overseeing operations in a fast-paced environment.
• Developed strong interpersonal skills through client interactions, enhancing ability to build rapport with diverse clientele.

Heerenveen, Friesland, Netherlands

Master Of Science - Ms, Finance, General

Bachelor'S Degree, Finance, Real Estate, And Law