Warren Coleman

Warren Coleman Email and Phone Number

Senior Portfolio Manager at Fifth Third Private Bank @ Fifth Third Private Bank
Warren Coleman's Location
Cleveland, Ohio, United States, United States
Warren Coleman's Contact Details

Warren Coleman personal email

About Warren Coleman

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

Warren Coleman's Current Company Details
Fifth Third Private Bank

Fifth Third Private Bank

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Senior Portfolio Manager at Fifth Third Private Bank
Warren Coleman Work Experience Details
  • Fifth Third Private Bank
    Vp And Senior Portfolio Manager
    Fifth Third Private Bank 2011 - Present
    Cincinnati, Ohio, Us
    Discretionary investment portfolio management for corporations, foundations, endowments, not-for-profits and high net worth clients.
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  • Cleveland State University
    Adjunct Professor Of Finance
    Cleveland State University 2011 - 2012
    Cleveland, Ohio, Us
    Instruct Finance 601, second semester corporate finance, in the Monte Ahuja School of Business Administration.
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  • Lakefront Partners, Lp (Division Of Capitalworks Llc)
    Vp And Director Of Business Development
    Lakefront Partners, Lp (Division Of Capitalworks Llc) 2008 - 2011
    Cleveland, Ohio (Oh), Us
    Responsible for marketing and capital raising for Lakefront Partners LP, a domestic long/short equity fund.
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  • The Transaction Group (Merged Into Edgepoint Capital)
    Senior Consultant
    The Transaction Group (Merged Into Edgepoint Capital) 2005 - 2008
    Involved in sell side transaction process, valuation, marketing and buy side research.
  • West End Lumber
    President
    West End Lumber 1987 - 2005
    Managed all aspects of a retail lumber distribution company.

Warren Coleman Skills

Private Equity Mergers And Acquisitions Portfolio Management Due Diligence Valuation Investments Corporate Finance Strategic Planning Finance Business Strategy Investment Strategies Mergers Financial Analysis Financial Modeling Venture Capital Start Ups Negotiation Analysis Asset Management Banking Mutual Funds Capital Markets Wealth Management Corporate Governance Sales Management Investment Banking Equity Research Project Planning Marketing Strategy Entrepreneurship Asset Allocation Hedge Funds Fixed Income Alternative Investments Management Consulting Business Development Business Planning Acquisition Integration Strategic Financial Planning Investment Management Financial Structuring Customer Insight Investment Advisory Business Valuation Bloomberg Capital Raising Series 63 Planning Modeling Equities

Warren Coleman Education Details

  • Cleveland State University
    Cleveland State University
    Accounting
  • Weatherhead School Of Management At Case Western Reserve University
    Weatherhead School Of Management At Case Western Reserve University
    General
  • Georgia Institute Of Technology
    Georgia Institute Of Technology
    Mechanical Engineering
  • The University Of The South
    The University Of The South
    Math And Physics
  • Lake Ridge Academy
    Lake Ridge Academy
    High School

Frequently Asked Questions about Warren Coleman

What company does Warren Coleman work for?

Warren Coleman works for Fifth Third Private Bank

What is Warren Coleman's role at the current company?

Warren Coleman's current role is Senior Portfolio Manager at Fifth Third Private Bank.

What is Warren Coleman's email address?

Warren Coleman's email address is wa****@****ail.com

What is Warren Coleman's direct phone number?

Warren Coleman's direct phone number is +121667*****

What schools did Warren Coleman attend?

Warren Coleman attended Cleveland State University, Weatherhead School Of Management At Case Western Reserve University, Georgia Institute Of Technology, The University Of The South, Lake Ridge Academy.

What are some of Warren Coleman's interests?

Warren Coleman has interest in Arts And Culture, Health.

What skills is Warren Coleman known for?

Warren Coleman has skills like Private Equity, Mergers And Acquisitions, Portfolio Management, Due Diligence, Valuation, Investments, Corporate Finance, Strategic Planning, Finance, Business Strategy, Investment Strategies, Mergers.

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