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@trllc-cpa.com
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1 phone found area 323
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LinkedIn matched
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Willie Brown, Cfa® is listed as Consultant/Adviser at Thomas & Reed, LLC at Thomas & Reed, LLC, based in Indianapolis, Indiana, United States. AeroLeads shows a work email signal at trllc-cpa.com, phone signal with area code 323, and a matched LinkedIn profile for Willie Brown, Cfa®.
Willie Brown, Cfa® previously worked as Project Manager at Thomas & Reed, Llc and Financial Advisor at Morgan Stanley. Willie Brown, Cfa® holds Mba, Finance from University Of Minnesota-Carlson School Of Management.
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AeroLeads found 1 current-domain work email signal for Willie Brown, Cfa®. Compare company email patterns before reaching out.
I have spent over twenty years learning and applying investment management techniques with a particular focus on protecting against income interruptions covering a variety of risk appetites and portfolio sizes. I also review and analyzes financial statements, assist on audits and prospect for new business relationships. Recently, I've been consulting on the new Opportunity Zone legislation enacted in the Tax Cut and Jobs Act of 2017 and am seeking investors for a Qualified Opportunity Zone Fund.Additionally, I operate as a small business owner in the form of a commercial cleaning franchise that I co-own and manage with my spouse.Born in Rock Island, IL., raised in Bettendorf, IA and am a graduate of Bettendorf High School. My educational pursuits took me to Drake University in Des Moines, IA where I was a 3-year starter and letterman in football , initiated into Kappa Alpha Psi Fraternity, Inc., and graduated with a BS, Business Administration majoring in Finance with a concentration in Economics. I subsequently relocated to Minneapolis, MN and graduated from the University of Minnesota with a Master of Business Administration, majoring in Finance-Investment Management while working full-time in financial services . While in Minneapolis, I attained an extensive array of skills as an analyst and portfolio manager primarily involving derivatives and fixed income securities for institutional portfolios. I moved to Indianapolis, IN in 2004 to continue my career. Since arriving in Indianapolis, I've has immersed himself within my new community through church and a variety of organizations and activities.I attained the Chartered Financial Analyst® (CFA®) designation in September 2000 and am a member of the CFA® Society of Indianapolis. I am husband to Deidre Bishop-Brown and father to Jessica, Jayna and Jayden Brown. I enjoy reading (history, mysteries, economics, anything really!), weightlifting, sports and engaging in thought provoking discussions.
Listed skills include Performance And Life Coaching, Leadership, Therapists, Household, and 41 others.
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My Promise:I am here to assist you, your family or your organization identify financial risks and develop strategies to help defend against adverse outcomes. I seek to accomplish this with creative and cost effective hedging strategies and asset classes garnered through my two decades of institutional portfolio management experience as well as utilizing.
Created investment policy statements and plans for institutions and individuals; Designed portfolios using equity, fixed income and option securities, fixed and variable annuities.
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Evaluated for inclusion/exclusion into $26 billion insurance company portfolio (CNO Financial) non-agency and agency passthroughs, CMO's and derivatives (all investment ratings).
Minneapolis, MN, US
Fixed Income Total Return portfolio manager focusing on mortgage-backed-securities and option strategies. Managed and co-managed mutual funds and institutional funds versus indices and peer groups (approximately $2 billion). Co-managed market-neutral hedge fund. Earlier experience includes being a quantitative/mbs analyst.
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Willie Brown, Cfa® works for Thomas & Reed, LLC.
Willie Brown, Cfa® is listed as Consultant/Adviser at Thomas & Reed, LLC at Thomas & Reed, LLC.
AeroLeads has found 1 work email signal at @trllc-cpa.com for Willie Brown, Cfa® at Thomas & Reed, LLC.
AeroLeads has found 1 phone signal(s) with area code 323 for Willie Brown, Cfa® at Thomas & Reed, LLC.
Willie Brown, Cfa® is based in Indianapolis, Indiana, United States while working with Thomas & Reed, LLC.
Willie Brown, Cfa® has worked for Thomas & Reed, Llc, Morgan Stanley, Star Financial Bank, 40|86 Advisors, and Ameriprise Financial Services, Inc..
You can use AeroLeads to view verified contact signals for Willie Brown, Cfa® at Thomas & Reed, LLC, including work email, phone, and LinkedIn data when available.
Willie Brown, Cfa® holds Mba, Finance from University Of Minnesota-Carlson School Of Management.
Willie Brown, Cfa® is listed with skills including Performance And Life Coaching, Leadership, Therapists, Household, Team Building, Biofeedback For Stress Reduction, Public Speaking, and Stress Reduction And Management.
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