Equity Analyst Ii
Current
Sep 2024 - Present
AeroLeads people directory · profile
Mergen Ganbold, Cfa Email & Phone Number
Portfolio management | Investment Banking | Investment research
at
First Western Trust
LinkedIn matched
✓ Verified May 2026
3 data sources
Profile completeness 100%
Current company
Role
Portfolio management | Investment Banking | Investment research
Location
Lone Tree, Colorado, United States
Company size
Who is Mergen Ganbold, Cfa? Overview
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Quick answer
Mergen Ganbold, Cfa is listed as Portfolio management | Investment Banking | Investment research at First Western Trust, a company with 309 employees, based in Lone Tree, Colorado, United States. AeroLeads shows a matched LinkedIn profile for Mergen Ganbold, Cfa.
Mergen Ganbold, Cfa previously worked as Equity analyst II at First Western Trust and Investment Operations Analyst II at First Western Trust. Mergen Ganbold, Cfa holds Bachelor’S Degree, Business Administration And Management, General from National University Of Mongolia.
Company email context
Email format at First Western Trust
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First Western Trust
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Profile bio
About Mergen Ganbold, Cfa
Experienced Business and finance aficionado with a demonstrated history of working in the financial sector. Skilled in Negotiation, Analytical Skills, Microsoft Word, Translation, and Event Management. Strong professional with a Bachelor’s Degree focused in Business Administration and Management, General from National University of Mongolia.
Listed skills include Teamwork, English, Translation, Management, and 18 others.
Current workplace
Mergen Ganbold, Cfa's current company
Company context helps verify the profile and gives searchers a useful next step.
First Western Trust
11 roles
Mergen Ganbold, Cfa work experience
A career timeline built from the work history available for this profile.
Investment Operations Analyst Ii
Dec 2022 - Sep 2024
Portfolio Manager
Financial regulatory commission regulated fund management company focused on introducinginvestment funds to the Mongolian capital market.- Built the company from initial business plan to acquiring all relevant operational licenses.- General responsibilities consisted of running the company's overall operations through delegating anddirecting agendas.
Jan 2021 - Sep 2022
Senior Investment Associate
Dual focused position on managing investment banking operations (FP&A) and investment counselingservices for clients seeking to make international equity investments. Position pertinent experiencesinclude:- Conducted industry, market, and company-specific research- Lead the development and maintenance of financial analysis, valuation, and financial.
Sep 2018 - Jan 2021
Senior Associate
Led client audit engagements, which consisted of planning, executing, directing, and completingfinancial audits.- Supervised the training and mentoring of new associates on the audit process.- Provided core assurance services and participated in all phases of financial statement audits consistingof planning, execution, and completion.- Built solid working.
Sep 2016 - Sep 2018
Audit Associate
Oct 2014 - Sep 2016
Coordinator
Jun 2014 - Jul 2015
Dec 2012 - Jun 2014
Student Union Vice President
Oct 2011 - Dec 2013
Student Union Member
Oct 2010 - Oct 2011
International Relations Manager
Delta Holdings
Jun 2011 - Oct 2013
Team & coworkers
Colleagues at First Western Trust
Other employees you can reach at myfw.com. View company contacts for 309 employees →
PP
Piper Pierce
Colleague at First Western Trust
Denver Metropolitan Area, United States
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KB
Kyle Bargery
Colleague at First Western Trust
Denver Metropolitan Area, United States
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EB
Elois Brown
Colleague at First Western Trust
Paradise Valley, Arizona, United States, United States
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WH
Wendy H
Colleague at First Western Trust
Tetonia, Idaho, United States, United States
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RA
Rachael Anstett
Colleague at First Western Trust
Fort Collins, Colorado, United States, United States
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HB
Hope Boykin
Colleague at First Western Trust
United States, United States
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HE
Henry Eden
Colleague at First Western Trust
Jackson, Wyoming, United States, United States
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MT
Marcy Thompson
Colleague at First Western Trust
Aurora, Colorado, United States, United States
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AG
Andrew Grageda
Colleague at First Western Trust
Long Beach, California, United States, United States
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LP
Lori Phebus
Colleague at First Western Trust
Aurora, Colorado, United States, United States
View →
Piper Pierce
Colleague at First Western Trust
Denver Metropolitan Area, United States
View →
KB
Kyle Bargery
Colleague at First Western Trust
Denver Metropolitan Area, United States
View →
EB
Elois Brown
Colleague at First Western Trust
Paradise Valley, Arizona, United States, United States
View →
WH
Wendy H
Colleague at First Western Trust
Tetonia, Idaho, United States, United States
View →
RA
Rachael Anstett
Colleague at First Western Trust
Fort Collins, Colorado, United States, United States
View →
HB
Hope Boykin
Colleague at First Western Trust
United States, United States
View →
HE
Henry Eden
Colleague at First Western Trust
Jackson, Wyoming, United States, United States
View →
MT
Marcy Thompson
Colleague at First Western Trust
Aurora, Colorado, United States, United States
View →
AG
Andrew Grageda
Colleague at First Western Trust
Long Beach, California, United States, United States
View →
LP
Lori Phebus
Colleague at First Western Trust
Aurora, Colorado, United States, United States
View →
2 education records
Mergen Ganbold, Cfa education
Bachelor’S Degree, Business Administration And Management, General
National University Of Mongolia
High School, Igcse, Aqa A Levels
Peisg - Cambridge Center
FAQ
Frequently asked questions about Mergen Ganbold, Cfa
Quick answers generated from the profile data available on this page.
What company does Mergen Ganbold, Cfa work for?
Mergen Ganbold, Cfa works for First Western Trust.
What is Mergen Ganbold, Cfa's role at First Western Trust?
Mergen Ganbold, Cfa is listed as Portfolio management | Investment Banking | Investment research at First Western Trust.
Where is Mergen Ganbold, Cfa based?
Mergen Ganbold, Cfa is based in Lone Tree, Colorado, United States while working with First Western Trust.
What companies has Mergen Ganbold, Cfa worked for?
Mergen Ganbold, Cfa has worked for First Western Trust, Golomt Asset Management Llc, Golomt Capital, Ey, and United Nations Youth Advisory Panel, Mongolia.
Who are Mergen Ganbold, Cfa's colleagues at First Western Trust?
Mergen Ganbold, Cfa's colleagues at First Western Trust include Piper Pierce, Kyle Bargery, Elois Brown, Wendy H, and Rachael Anstett.
How can I contact Mergen Ganbold, Cfa?
You can use AeroLeads to view verified contact signals for Mergen Ganbold, Cfa at First Western Trust, including work email, phone, and LinkedIn data when available.
What schools did Mergen Ganbold, Cfa attend?
Mergen Ganbold, Cfa holds Bachelor’S Degree, Business Administration And Management, General from National University Of Mongolia.
What skills is Mergen Ganbold, Cfa known for?
Mergen Ganbold, Cfa is listed with skills including Teamwork, English, Translation, Management, Strategic Planning, Analytical Skills, Negotiation, and International Relations.
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