Steven Halverson, Cfa Email and Phone Number
Steven Halverson, Cfa work email
- Valid
- Valid
- Valid
- Valid
- Valid
Steven Halverson, Cfa personal email
- Valid
Steven Halverson, Cfa is a CIO at Private Capital Management, Inc. at PCM Companies, LLC. He possess expertise in microsoft office, customer service, investment research, financial analysis, powerpoint and 7 more skills. Colleagues describe him as "After knowing someone for 3 years in a college setting it is fair to say that you get the rare opportunity to see someone at both a professional and personal level. Through getting to know Steve I was able to see the essence of "value" and truly appreciate the idea that you are as good as the company you keep. His approachable nature coupled with his sharp minded individuality would make him a great asset at any organization and represents someone that I would recommend in any venture."
-
Chief Investment OfficerPrivate Capital Management, Inc. Jun 2020 - PresentGreater Minneapolis-St. Paul Area
-
PartnerPcm Companies, Llc Feb 2013 - PresentMinneapolis, Minnesota, United StatesFounded in 1998, PCM Companies is a Minneapolis based private investment firm focused on investing in businesses that make up the backbone of our economy. We are not a private equity fund; we are patient investors focused on partnering with founders and management teams to continue building and growing exceptional businesses. Our flexible investment horizons are determined by the underlying businesses we partner with, not the lifecycle of an investment fund. -
Financial AnalystWilary Winn Llc May 2011 - Feb 2013• Valued over 60 Trust Preferred Collateralized Debt Obligations (TRUP CDOs) with over $32 billion of collateral on a quarterly basis using discounted cash flow analysis.• Performed a detailed fundamental analysis on nearly 2,000 banks and insurance companies that are issuers in the underlying collateral pools of each TRUP CDO.• Performed ad hoc stress tests and created detailed investment reports for the board of directors and executive level management teams describing the valuation… Show more • Valued over 60 Trust Preferred Collateralized Debt Obligations (TRUP CDOs) with over $32 billion of collateral on a quarterly basis using discounted cash flow analysis.• Performed a detailed fundamental analysis on nearly 2,000 banks and insurance companies that are issuers in the underlying collateral pools of each TRUP CDO.• Performed ad hoc stress tests and created detailed investment reports for the board of directors and executive level management teams describing the valuation process and key risk factors for the clients’ TRUP CDO portfolios.• Used state of the art technology including Intex, SNL Financial, and Bloomberg.• Valued Credit Unions’ loan portfolios and deposits for mergers as well as fair value reporting requirements using a proprietary discounted cash flow analysis. Valued Credit Unions ranging from $10 million to over $4 billion in assets nation wide. Show less
Steven Halverson, Cfa Skills
Steven Halverson, Cfa Education Details
-
Master Of Business Administration (M.B.A.) -
Finance, Accounting, Economics
Frequently Asked Questions about Steven Halverson, Cfa
What company does Steven Halverson, Cfa work for?
Steven Halverson, Cfa works for Pcm Companies, Llc
What is Steven Halverson, Cfa's role at the current company?
Steven Halverson, Cfa's current role is CIO at Private Capital Management, Inc..
What is Steven Halverson, Cfa's email address?
Steven Halverson, Cfa's email address is sh****@****gmt.com
What schools did Steven Halverson, Cfa attend?
Steven Halverson, Cfa attended University Of Minnesota - Carlson School Of Management, University Of Wisconsin-La Crosse.
What skills is Steven Halverson, Cfa known for?
Steven Halverson, Cfa has skills like Microsoft Office, Customer Service, Investment Research, Financial Analysis, Powerpoint, Forecasting, Microsoft Word, Budgets, Finance, Analysis, Mergers And Acquisitions, Portfolio Management.
Free Chrome Extension
Find emails, phones & company data instantly
Aero Online
Your AI prospecting assistant
Select data to include:
0 records × $0.02 per record
Download 750 million emails and 100 million phone numbers
Access emails and phone numbers of over 750 million business users. Instantly download verified profiles using 20+ filters, including location, job title, company, function, and industry.
Start your free trial