Marcus Warren Email and Phone Number
Marcus Warren work email
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Marcus Warren personal email
Dynamic Professional with extensive experience in the E-Commerce and Telecommunications. Highly experienced in:* Data Analysis and Research Methods* Qliksense, Qlikview, IBM Watson Analytics, SQL, and Microsoft Access* Process Improvement and Optimization* Statistical Modeling* Problem solving and business frameworks including Ishikawa Diagram, 5 Why-5 Hows, TOWS Matrix, Ansoff Growth Matrix, 10X, Business Model Canvas, Four Actions Framework, etc.Dynamic Professional with extensive experience in the E-Commerce and Telecommunications. Highly experienced in:* Data Analysis and Research Methods* Qliksense, Qlikview, IBM Watson Analytics, SQL, and Microsoft Access* Process Improvement and Optimization* Statistical Modeling* Problem solving and business frameworks including Ishikawa Diagram, 5 Why-5 Hows, TOWS Matrix, Ansoff Growth Matrix, 10X, Business Model Canvas, Four Actions Framework, etc.
Chs Inc.
View- Website:
- chsinc.com
- Employees:
- 7474
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Portfolio ManagerChs Inc. Sep 2014 - PresentMonitor and better current internal controls and processes.Develop responsive proposals and derive consistent deals.Check trades, wire and gift transfers and journals daily.Possess Portfolio Centers knowledge and iRebals capabilities to ensure maximum efficacy of software.Determine and implement cultural change management plan.Develop and implement an efficient capital frame work for all clients and product regular retail banking interest rate reports.Oversee monthly performance.Maintain PMS database to ensure PMS system integrity.
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Portfolio ManagerChs Inc. Sep 2014 - PresentMonitor and better current internal controls and processes.Develop responsive proposals and derive consistent deals.Check trades, wire and gift transfers and journals daily.Possess Portfolio Centers knowledge and iRebals capabilities to ensure maximum efficacy of software.Determine and implement cultural change management plan.Develop and implement an efficient capital frame work for all clients and product regular retail banking interest rate reports.Oversee monthly performance.Maintain PMS database to ensure PMS system integrity.
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Portfolio ManagerAmerican Financial Group Jun 2012 - Jul 2013Administer work with help of various portfolio management tools and optimize all processes and provide an efficient interface with various departments.Monitor and better current internal controls and processes.Manage Recommended List of securities and mutual funds.Collaborate with risk management to ensure compliance to all requirements.Develop Investment Policy Statement and implement performance reviews and investment plans to service clients.Implement all trade orders and ensure compliance to all client guidelines to manage portfolio effectively.Oversee working relationships between corporate support groups and field offices.Investigate and present portfolio, sector and security strategies to generate performance. -
Project Portfolio ManagerFarmers Insurance Group May 2011 - Mar 2012Enable leadership to daily market discussion.Check quarterly performance reports and investment management fee bills to ensure processing.Interpret agreement details and negotiate customer deals.Manage and perform all cash balances and ensure adherence to product guidelines for same.Manage new procedures and modify current techniques for execution.Prepare Financial Statements investment disclosure notes by liaising with external auditor.Engage, align, and collaborate with organizational functions and processes.Maintain PMS database to ensure PMS system integrity. -
Portfolio Planner And AnalystContinental Jul 2004 - 2010Confirm portfolio valuation for management decision making and publicize Net Asset Values.Maintain manufacturing process to focus on data needed for client review.Enable leadership to daily market discussion.Write investment policy statements, model and develop workable customer solutions.Construct financial condition models to analyze client information using client centered process.Suggest for client portfolio rebalancing and year-end tax loss harvesting.Manage and perform all cash balances and ensure adherence to product guidelines for same.Prepare annual budgets, lease and capital plans by on-site field personnel.
Marcus Warren Education Details
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Accounting - Public, Cpa Preparation Combined Bba Public Accounting/Ms Financial Management
Frequently Asked Questions about Marcus Warren
What company does Marcus Warren work for?
Marcus Warren works for Chs Inc.
What is Marcus Warren's role at the current company?
Marcus Warren's current role is Portfolio Manager at CHS Inc..
What is Marcus Warren's email address?
Marcus Warren's email address is ma****@****inc.com
What schools did Marcus Warren attend?
Marcus Warren attended University Of Florida.
Who are Marcus Warren's colleagues?
Marcus Warren's colleagues are Ronald Batey, Joanne Knight, Derr Or, Herb Krout, Daryl Hauck, Szilvia Szabó, Jamie Went.
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