Patrick Edler, Cfa Email & Phone Number

Denver, CO, US

Denver, Colorado

Public funds investment manager with ~$90 billion AUM specializing in LGIPs and SMAs for state and local governments with a focus on high-grade money market investing. Responsible for conducting deep fundamental research across a universe of 25 large global banks and 4 life insurance companies with a focus on being ahead of credit rating migration..

Denver, Colorado, United States

Conducted fundamental research on 9 corporates in the Industrials and Technology sectors as well as the firm's municipal issuer coverage. Developed the expedited review process for municipal issuers to allow the portfolio managers to invest in a wide range of sectors and issuers while still receiving thorough credit research. Wrote Excel macros to assist.

Boutique wealth management firm with $4.4 billion in assets under management providing comprehensive financial counseling, commercial banking, investment/economic research, and tax preparation to clients nationally.Developed and modeled wealth management strategies for high net worth clients using proprietary Excel models.Created investment strategies and.

Fort Collins, Colorado Area

Student run endowment fund that operates as a long only equity mutual fund with approximately $350,000 in assets under management.Lead a team of two junior analysts compiling up to date domestic economic research for the investment fund, this information is used to produce investment and allocation strategies.Author a Bloomberg-based telecommunications.

Fort Collins, Colorado Area

The private wealth management arm of Bank of America Corp. which specializes in providing financial planning and retirement planning services to clients with a net worth of over $250,000.Worked directly with a Senior Private Wealth Manager to prepare wealth management strategies for clientsProduced equity, fixed income, forex, and macroeconomic forecasts.

Pudongxin District, Shanghai, China

Munich based corporate consulting firm operating in Shanghai that specializes in branded automotive insurance solutions for auto makers and dealerships both in China and globally.Forecasted loss ratios and reinsurance cash flows in Excel.Authored pitch presentations for Allianz corporate insurance products.Performed detailed market research in both English.