Geir Watland, Cfa, Caia

Geir Watland, Cfa, Caia Email and Phone Number

Consultant @ Sole Proprietor
united arab emirates
Geir Watland, Cfa, Caia's Location
Mandal, Agder, Norway, Norway
Geir Watland, Cfa, Caia's Contact Details
About Geir Watland, Cfa, Caia

I am a seasoned asset management marketer with three decades of experience in financial services. I’ve worked in San Francisco, Seattle, London and Geneva with a variety of firms, from BlackRock to a small, local Seattle company, Broadmark Capital. As traditional capital markets have become increasingly competitive and efficient, I’ve re-oriented my career to focus almost exclusively on private market opportunities (starting with a European long-short hedge fund launched in 2001 when I was Merrill Lynch Investment Management in London) as I find them more compelling, complex, interesting and value-added for investors.In addition to having Series 7, 63 and 65 securities licenses, I am a CFA Charter holder, a CAIA Charter holder and former Chapter Head of the Seattle (now PNW) CAIA Chapter, which I launched in March of 2017. Outside of work, I’m fascinated with politics, current events, languages, hiking, skiing and travelling. I am a dual US-Norwegian citizen with deep roots in, and a great love for, my quasi-native Norway.I would love to hear from you if you’d like to learn more about my business. Please feel free to send me a message on LinkedIn or contact me at:Geir A. Watland, CFA, CAIAgeir.watland@gmail.com+1.425.350.4307

Geir Watland, Cfa, Caia's Current Company Details
Sole Proprietor

Sole Proprietor

View
Consultant
united arab emirates
Website:
etftrends.net
Employees:
78
Geir Watland, Cfa, Caia Work Experience Details
  • Sole Proprietor
    Business Development Consultant
    Sole Proprietor Apr 2024 - Present
    Seattle
    Consulting for KOSMOS, Taqtile, TBG and Fairway Bikes
  • Ascent Capital | Re Funding Solutions
    Director Of Investor Development
    Ascent Capital | Re Funding Solutions Aug 2023 - Apr 2024
    Bellevue, Washington, United States
  • Taqtile
    Vp, Corporate Development & Investor Relations
    Taqtile Apr 2022 - Aug 2023
    Seattle, Washington, United States
  • Caia Association
    Chapter Executive - Seattle Caia (Chartered Alternative Investment Association) Chapter
    Caia Association Mar 2017 - Aug 2023
    Greater Seattle Area
  • Broadmark Realty Capital Inc.
    Managing Director & Head Of Private Capital Markets
    Broadmark Realty Capital Inc. Jan 2020 - Sep 2021
    Greater Seattle Area
  • Broadmark Capital, Llc
    Sr. Consultant
    Broadmark Capital, Llc Jul 2013 - Dec 2019
    Greater Seattle Area
  • Viking Financial Consulting Llc
    Owner
    Viking Financial Consulting Llc Jun 2013 - Dec 2019
    Greater Seattle Area
  • Canterbury Consulting
    Consultant
    Canterbury Consulting Apr 2011 - May 2013
    Greater Seattle Area
  • Newsmith Capital Partners
    Associate
    Newsmith Capital Partners Aug 2007 - Dec 2010
    Greater Seattle Area
  • Bank Of America
    Marketing Product Manager
    Bank Of America Feb 2008 - May 2009
    Greater Seattle Area
  • Blackrock
    Vice President
    Blackrock 2005 - 2007
    Greater Seattle Area
  • Merrill Lynch
    Vp
    Merrill Lynch 2000 - 2006
    Geneva Area, Switzerland
  • Russell Investments
    Sales Manager
    Russell Investments 1999 - 2000
    London, United Kingdom
  • Rainier Investment Management
    Sales Executive
    Rainier Investment Management 1997 - 1999
    Greater Seattle Area

Geir Watland, Cfa, Caia Skills

Hedge Funds Portfolio Management Asset Managment Investments Asset Allocation Fixed Income Equities Fund Of Funds Investment Strategies Mutual Funds Series 7 Wealth Management Investment Management Asset Management Private Equity Capital Markets Financial Modeling Financial Markets Bloomberg Alternative Investments Financial Analysis Securities Derivatives Equity Research Due Diligence

Geir Watland, Cfa, Caia Education Details

Frequently Asked Questions about Geir Watland, Cfa, Caia

What company does Geir Watland, Cfa, Caia work for?

Geir Watland, Cfa, Caia works for Sole Proprietor

What is Geir Watland, Cfa, Caia's role at the current company?

Geir Watland, Cfa, Caia's current role is Consultant.

What is Geir Watland, Cfa, Caia's email address?

Geir Watland, Cfa, Caia's email address is ge****@****ark.com

What schools did Geir Watland, Cfa, Caia attend?

Geir Watland, Cfa, Caia attended University Of Washington, Ketchikan High School, Oslo American School.

What skills is Geir Watland, Cfa, Caia known for?

Geir Watland, Cfa, Caia has skills like Hedge Funds, Portfolio Management, Asset Managment, Investments, Asset Allocation, Fixed Income, Equities, Fund Of Funds, Investment Strategies, Mutual Funds, Series 7, Wealth Management.

Who are Geir Watland, Cfa, Caia's colleagues?

Geir Watland, Cfa, Caia's colleagues are James Thomopoulos, Joyce Sylvester, Susan Esther, Kobus Cronje, Varun Mahajan, Madhvi Bhoir, Tasneem Harianawala.

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