Patrick Raminski, Cfa Email and Phone Number
Patrick Raminski, Cfa work email
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Patrick Raminski, Cfa personal email
Patrick Raminski, Cfa is a Investment Consultant at Capital Resource Management. He possess expertise in investments, equities, financial modeling, fixed income, investment management and 15 more skills.
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Investment ConsultantCapital Resource ManagementMount Pleasant, Sc, Us -
Head Of ResearchCapital Resource Management Jul 2013 - PresentConduct asset allocation and investment manager selection for portfolios of approximately 30 high net worth and family office clientsConduct investment due diligence, with a heavy emphasis on alternative strategies, including hedge funds, private markets, and direct investmentsReport quarterly performance results to all clientsDesign customized performance reports, portfolio solutions, and financial models to address individual client needsConstantly initiate and refine investment research projects and processes with a heavy use of Wilshire CompassContinually assess and improve operating procedures within the firm to assure compliance, efficiency, and optimal work flow
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Investment ConsultantNorthern Trust Sep 2010 - Jul 2013Chicago, Illinois, UsManage performance analysis for 35 corporate, foundation/endowment, and high net worth clients with total plan assets of over $60 billionPresent policy results, investment manager performance, and attribution analysis at quarterly Board meetings of clientsConduct attribution analysis at the plan/asset class/manager levelPerform manager searches for clients, filling mandates in High Yield/Investment Grade/Emerging Market Fixed Income as well as Domestic/International/Emerging Equity Team leader on the Investment Manager Research committee, regularly interviewing investment managers in traditional and alternative asset classes -
Investment Banking AssociateAlare Capital Securities May 2008 - May 2009Teamed with two other associates for total equity/debt capital raises in excess of $200 millionMet with management teams to determine capital needs and strategic goalsDesigned customized financial models for various scenarios including mergers and acquisitions, equity/debt offerings, management buy-outs, and other capital raisesAuthored Private Placement Memorandums to provide to prospective investors of companies in the gaming, natural gas, biotechnology, telecom, and nutraceutical industriesPerformed in-depth comparable analysis to determine the fair value of companies in a variety of industries
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Equity Research AnalystCitigroup Smith Barney May 2004 - Aug 2007Hired as full-time analyst after completion of Equity Analyst internship in the summer of 2003Teamed with a Wealth Manager, assisting in the management of over $300 million in assetsImplemented investment solutions for high-net-worth/ultra-high-net-worth private clientsPerform research and valuation on portfolio of equities across various sectors Performed industry/sector/regional analysis for the purpose of making asset allocation recommendationsInterviewed portfolio managers employing a variety of strategies to determine potential investments for client accounts
Patrick Raminski, Cfa Skills
Patrick Raminski, Cfa Education Details
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W. P. Carey School Of Business At Arizona State UniversityFinancial Management And Markets -
Pennsylvania State UniversityEconomics
Frequently Asked Questions about Patrick Raminski, Cfa
What company does Patrick Raminski, Cfa work for?
Patrick Raminski, Cfa works for Capital Resource Management
What is Patrick Raminski, Cfa's role at the current company?
Patrick Raminski, Cfa's current role is Investment Consultant.
What is Patrick Raminski, Cfa's email address?
Patrick Raminski, Cfa's email address is pa****@****asu.edu
What schools did Patrick Raminski, Cfa attend?
Patrick Raminski, Cfa attended W. P. Carey School Of Business At Arizona State University, Pennsylvania State University.
What are some of Patrick Raminski, Cfa's interests?
Patrick Raminski, Cfa has interest in Exercise, Investing, Other Sports, Chicago Blackhawks, Travel.
What skills is Patrick Raminski, Cfa known for?
Patrick Raminski, Cfa has skills like Investments, Equities, Financial Modeling, Fixed Income, Investment Management, Asset Allocation, Mergers And Acquisitions, Equity Research, Investment Banking, Analysis, Leadership, Management.
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