Ted Sweeney, Cfa, Caia Email and Phone Number
Ted Sweeney, Cfa, Caia work email
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Ted Sweeney, Cfa, Caia personal email
This is my personal LinkedIn profile. Thoughts and opinions expressed on this site do not represent my employer, Fifth Third Bank.Portfolio manager and market strategist with 20 years experience working with institutional and high net worth investors. Extensive expertise in quantitative analysis with a proven track record of managing proprietary investment models. Further experience in investment commentary, market strategy, investment research, portfolio construction, trading, risk management, and client service. Skills include:*Excellent communicator with interpersonal relationships and presentations*Strong leadership and team building skills*Always up to date with current events and market knowledge*Astute problem solver with quick thinking and creative solutions*Superior understanding of the wealth management business*Ability to integrate technology solutions to improve process and efficiencyReader, Crossfitter, Ultramarathoner, Villanova Basketball Fan, Family Man
Fifth Third Private Bank
View- Employees:
- 301
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Vice President, Senior Portfolio ManagerFifth Third Private Bank Jul 2021 - PresentGrand Rapids, Michigan, United States -
Partner, Director Of Portfolio ManagementNew Market Wealth Management Jul 2017 - Jul 2021Orange County, California Area
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Chief Investment OfficerMoonlight Trading Nov 2014 - Jul 2017Greater San Diego Area
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Partner, Portfolio ManagerBaird Sep 2008 - Oct 2014Scottsdale, Arizona -
Financial AdvisorMerrill Lynch May 2006 - Sep 2008Scottsdale, Arizona -
Private Client Associate, Administrative Officer, AnalystAb Bernstein Feb 2003 - Jan 2006Washington D.C. Metro Area -
InternMerrill Lynch Jan 2002 - May 2002Wayne, Pennsylvania -
InternSalomon Smith Barney Sep 2001 - Jan 2002Berwyn, Pa
Ted Sweeney, Cfa, Caia Skills
Ted Sweeney, Cfa, Caia Education Details
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Economics -
Cfa InstituteCfa Charterholder -
Caia Charterholder
Frequently Asked Questions about Ted Sweeney, Cfa, Caia
What company does Ted Sweeney, Cfa, Caia work for?
Ted Sweeney, Cfa, Caia works for Fifth Third Private Bank
What is Ted Sweeney, Cfa, Caia's role at the current company?
Ted Sweeney, Cfa, Caia's current role is Vice President, Senior Portfolio Manager at Fifth Third Private Bank.
What is Ted Sweeney, Cfa, Caia's email address?
Ted Sweeney, Cfa, Caia's email address is te****@****lth.com
What schools did Ted Sweeney, Cfa, Caia attend?
Ted Sweeney, Cfa, Caia attended Villanova University, Cfa Institute, Caia Association, Scotch Plains-Fanwood High School.
What skills is Ted Sweeney, Cfa, Caia known for?
Ted Sweeney, Cfa, Caia has skills like Portfolio Management, Wealth Management, Asset Management, Bloomberg, Investments, Microsoft Excel, Trading, Risk Management, Equities, Fixed Income, Alternative Investments, Quantitative Investment Strategies.
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