Willie Brown, Cfa® Email and Phone Number
Willie Brown, Cfa® work email
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Willie Brown, Cfa® personal email
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Willie Brown, Cfa® phone numbers
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.
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Project ManagerThomas & Reed, Llc Aug 2016 - PresentUsProject Manager and Consultant• Generate new business opportunities using a variety of prospecting methods• Perform financial statement reviews and auditing functions• Consult on client financial transactions, banking relationships and cash flow management -
Financial AdvisorMorgan Stanley Apr 2014 - Aug 2015My 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 the premiere talent of my colleagues at Morgan Stanley. My Service Model:As my client, you can expect periodic face to face meetings to review your portfolio and monitor changes to your original plans. I will provide updates on major economic changes and their effects on both your short and long term goals. If adjustments are necessary, I will seek the most cost-efficient strategy to minimize any potential loss or protect gains.
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Investment Advisor RepresentativeStar Financial Bank Apr 2012 - Mar 2014Created 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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Avp, Mortgage-Backed Securities Analyst40|86 Advisors Jul 2004 - Sep 2010UsEvaluated for inclusion/exclusion into $26 billion insurance company portfolio (CNO Financial) non-agency and agency passthroughs, CMO's and derivatives (all investment ratings). -
Vp, Portfolio Manager- Fixed IncomeAmeriprise Financial Services, Inc. Jan 1995 - Jun 2003Minneapolis, Mn, UsFixed 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 .
Willie Brown, Cfa® Skills
Willie Brown, Cfa® Education Details
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University Of Minnesota-Carlson School Of ManagementFinance -
Drake UniversityFinance
Frequently Asked Questions about Willie Brown, Cfa®
What company does Willie Brown, Cfa® work for?
Willie Brown, Cfa® works for Thomas & Reed, Llc
What is Willie Brown, Cfa®'s role at the current company?
Willie Brown, Cfa®'s current role is Consultant/Adviser at Thomas & Reed, LLC.
What is Willie Brown, Cfa®'s email address?
Willie Brown, Cfa®'s email address is wg****@****ail.com
What is Willie Brown, Cfa®'s direct phone number?
Willie Brown, Cfa®'s direct phone number is (323) 465*****
What schools did Willie Brown, Cfa® attend?
Willie Brown, Cfa® attended University Of Minnesota-Carlson School Of Management, Drake University.
What are some of Willie Brown, Cfa®'s interests?
Willie Brown, Cfa® has interest in Neurofeedback, Weightlifting, Global Warming, Aviation, Social Justice, Technology, Stress Reduction And Management, Reading, Digital Editing, Licensed Private Pilot.
What skills is Willie Brown, Cfa® known for?
Willie Brown, Cfa® has skills like Performance And Life Coaching, Leadership, Therapists, Household, Team Building, Biofeedback For Stress Reduction, Public Speaking, Stress Reduction And Management, Personal Development, Performance, B2b, Applied Behavior Analysis.
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