Vp And Senior Portfolio Manager
CurrentDiscretionary investment portfolio management for corporations, foundations, endowments, not-for-profits and high net worth clients.
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@53.com
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3 phones found area 216
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LinkedIn matched
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Warren Coleman is listed as Senior Portfolio Manager at Fifth Third Private Bank at Fifth Third Private Bank, based in Cleveland, Ohio, United States. AeroLeads shows a work email signal at 53.com, phone signal with area code 216, and a matched LinkedIn profile for Warren Coleman.
Warren Coleman previously worked as VP and Senior Portfolio Manager at Fifth Third Private Bank and Adjunct Professor of Finance at Cleveland State University. Warren Coleman holds Master’S Degree, Accounting from Cleveland State University.
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AeroLeads found 1 current-domain work email signal for Warren Coleman. Compare company email patterns before reaching out.
Certified Public Accountant (CPA) awarded 2016Chartered Financial Analyst (CFA) awarded 2005Certified Financial Planner (CFP) awarded 2006Series 7 & 63Life, Health & Disability Insurance LicensesDiscretionary investment portfolio management for corporations, foundations, endowments, not-for-profits and high net worth clients. A wide variety of skills in M&A marketing, deal process and financial analyis for the middle market. Combined with over 15 years experience as the CEO of an 20 million dollar privately-held retail lumber company, and a proven track record of operational achievement in both established and start-up enterprises in situations requiring superior marketing, sales and negotiation capabilities.Experience in private equity portfolio company integration, strategic planning and governance.Specialties:--portfolio construction--investment management--capital raising--corporate governance--strategic planning--Mergers and acquistions--merger integration--valuation and modeling
Listed skills include Private Equity, Mergers And Acquisitions, Portfolio Management, Due Diligence, and 46 others.
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Cincinnati, Ohio, Us
Discretionary investment portfolio management for corporations, foundations, endowments, not-for-profits and high net worth clients.
Cleveland, Ohio, Us
Instruct Finance 601, second semester corporate finance, in the Monte Ahuja School of Business Administration.
Cleveland, Ohio (Oh), Us
Responsible for marketing and capital raising for Lakefront Partners LP, a domestic long/short equity fund.
Involved in sell side transaction process, valuation, marketing and buy side research.
Managed all aspects of a retail lumber distribution company.
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Warren Coleman works for Fifth Third Private Bank.
Warren Coleman is listed as Senior Portfolio Manager at Fifth Third Private Bank at Fifth Third Private Bank.
AeroLeads has found 1 work email signal at @53.com for Warren Coleman at Fifth Third Private Bank.
AeroLeads has found 3 phone signal(s) with area code 216 for Warren Coleman at Fifth Third Private Bank.
Warren Coleman is based in Cleveland, Ohio, United States while working with Fifth Third Private Bank.
Warren Coleman has worked for Fifth Third Private Bank, Cleveland State University, Lakefront Partners, Lp (Division Of Capitalworks Llc), The Transaction Group (Merged Into Edgepoint Capital), and West End Lumber.
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Warren Coleman holds Master’S Degree, Accounting from Cleveland State University.
Warren Coleman is listed with skills including Private Equity, Mergers And Acquisitions, Portfolio Management, Due Diligence, Valuation, Investments, Corporate Finance, and Strategic Planning.
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