John Holewa, Cfa

John Holewa, Cfa Email and Phone Number

Inspector of Elections at American Election Services, LLC @ American Election Services, LLC
rockville, maryland, united states
John Holewa, Cfa's Location
St Paul, Minnesota, United States, United States
John Holewa, Cfa's Contact Details

John Holewa, Cfa work email

John Holewa, Cfa personal email

About John Holewa, Cfa

Math education; institutional marketing and investment analysis.Completed in June 2020 MS in Math Education at City College in New York. Student teaching at select New York City public schools. Able to bring a wealth of experience from business, investments and economics to the mathematics classroom.In-depth knowledge of investment products, emerging market debt mutual funds, asset management marketing, institutional sales processes and European mutual fund marketing. Past president of the 1,100-member CFA Society of Minnesota.

John Holewa, Cfa's Current Company Details
American Election Services, LLC

American Election Services, Llc

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Inspector of Elections at American Election Services, LLC
rockville, maryland, united states
Website:
americanelectionservices.com
Employees:
11
John Holewa, Cfa Work Experience Details
  • American Election Services, Llc
    Inspector Of Elections
    American Election Services, Llc Feb 2016 - Present
    New York City Metropolitan Area
    • Inspect annual shareholder meetings specializing in virtual shareholder meetings.• Focused on the New York City market
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  • The Carideo Group
    Inspector Of Elections
    The Carideo Group Mar 2013 - Dec 2015
    New York
    • Inspect annual shareholder meetings.• Recruit, train and mentor new inspectors. Interface with client field, legal and senior executives.• Advise CEO on positioning, growth and pricing policies.
  • Aum Growth Consulting
    Principal And Chief Marketing Officer
    Aum Growth Consulting Sep 2009 - Apr 2013
    New York
    Provides institutional investment marketing services to asset management firms including white papers, marketing plans and commentaries.
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  • American Express Bank International
    Director, Marketing
    American Express Bank International Apr 2006 - Aug 2009
    New York City
    Provided institutional marketing asset management, channel of distribution expertise, and strategic decision-making regarding selection of mutual funds to Global Investment Distribution group. Completed due diligence on funds distributed and managers selected. Primary liaison with sub-advisor marketing managers and portfolio managers. Guided marketing communications regarding launching and liquidating mutual funds. Wrote investment related reports and client communications, edited portfolio manager views and economic outlooks.Supported sales force with marketing initiatives to increase AUM through client acquisition n Europe and Asia. Wrote pitch books and directed road show strategy.Managed monthly performance reporting and RFP processes. Managed relationship with Standard & Poor’s.
  • Ameriprise Financial
    Manager, Advanced Investment Advice
    Ameriprise Financial Apr 2003 - Mar 2006
    Conducted research, created content, and managed projects. Developed curriculum for financial advisors. Chaired advisor input team. Led division’s competitive intelligence analysis.
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  • Cfa Institute
    President, Cfa Society Of Minnesota
    Cfa Institute 2004 - 2006
    Led the board of directors,• Recognized as a model society by the Chairman of the global CFA Institute.• Led the development of the annual Economic Forecast Dinner and the first local society ad campaign.
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  • Jeffrey Slocum & Associates
    Consulting Associate
    Jeffrey Slocum & Associates May 2002 - Nov 2002
    An institutional investment consultant to foundations, endowments and corporations providing performance analysis, manager selection and asset allocation.Managed client relationships, interviewed and evaluated investment management firms, developed products, researched investment topics and analyzed portfolio performance. Interviewed and analyzed the performance of approximately 100 portfolio managers.
  • Bi Worldwide
    Marketing Director
    Bi Worldwide 1984 - 2001
    Minneapolis
    Conferred with clients; clarified and analyzed their business situations; led diverse team members to design plans for clients; delineated and explained them to clients in person or in writing; and persuaded clients to accept proposed recommendations.
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John Holewa, Cfa Skills

Investment Management Portfolio Management Investments Asset Management Strategy Asset Allocation Asset Managment Management Marketing Strategy Mutual Funds Marketing Marketing Communications Series 63 Cross Functional Team Leadership Institutional Investments Financial Services Business Development Program Management Thought Leadership Fixed Income Strategic Planning Due Diligence Alternative Investments Emerging Markets Funding Equities Hedge Funds Crm Securities White Papers Fixed Annuities Capital Markets Financial Advisory Wealth Management Marketing Management Investment Strategies Investment Advisory Fund Of Funds Series 7 Bloomberg Institutional Clients Annuities Project Management

John Holewa, Cfa Education Details

Frequently Asked Questions about John Holewa, Cfa

What company does John Holewa, Cfa work for?

John Holewa, Cfa works for American Election Services, Llc

What is John Holewa, Cfa's role at the current company?

John Holewa, Cfa's current role is Inspector of Elections at American Election Services, LLC.

What is John Holewa, Cfa's email address?

John Holewa, Cfa's email address is jo****@****hoo.com

What schools did John Holewa, Cfa attend?

John Holewa, Cfa attended The City College Of New York, University Of Minnesota, University Of Minnesota, University Of Minnesota, United States Military Academy At West Point.

What skills is John Holewa, Cfa known for?

John Holewa, Cfa has skills like Investment Management, Portfolio Management, Investments, Asset Management, Strategy, Asset Allocation, Asset Managment, Management, Marketing Strategy, Mutual Funds, Marketing, Marketing Communications.

Who are John Holewa, Cfa's colleagues?

John Holewa, Cfa's colleagues are Christopher Woods, Paul Ramirez, Jim Raitt, Charles Zade, Tom Ferrari, Angela Kellems.

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