Willie Brown, Cfa®

Willie Brown, Cfa® Email and Phone Number

Consultant/Adviser at Thomas & Reed, LLC @ Thomas & Reed, LLC
Willie Brown, Cfa®'s Location
Indianapolis, Indiana, United States, United States
Willie Brown, Cfa®'s Contact Details

Willie Brown, Cfa® work email

Willie Brown, Cfa® phone numbers

About Willie Brown, Cfa®

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.

Willie Brown, Cfa®'s Current Company Details
Thomas & Reed, LLC

Thomas & Reed, Llc

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Consultant/Adviser at Thomas & Reed, LLC
Willie Brown, Cfa® Work Experience Details
  • Thomas & Reed, Llc
    Project Manager
    Thomas & Reed, Llc Aug 2016 - Present
    Us
    Project 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
  • Morgan Stanley
    Financial Advisor
    Morgan Stanley Apr 2014 - Aug 2015
    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 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.
  • Star Financial Bank
    Investment Advisor Representative
    Star Financial Bank Apr 2012 - Mar 2014
    Created investment policy statements and plans for institutions and individuals; Designed portfolios using equity, fixed income and option securities, fixed and variable annuities.
  • 40|86 Advisors
    Avp, Mortgage-Backed Securities Analyst
    40|86 Advisors Jul 2004 - Sep 2010
    Us
    Evaluated for inclusion/exclusion into $26 billion insurance company portfolio (CNO Financial) non-agency and agency passthroughs, CMO's and derivatives (all investment ratings).
  • Ameriprise Financial Services, Inc.
    Vp, Portfolio Manager- Fixed Income
    Ameriprise Financial Services, Inc. Jan 1995 - Jun 2003
    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 .

Willie Brown, Cfa® Skills

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 Products And Services Health Teaching Working With Adolescents Process Validation Clinical Research Mental Health Executive Coaching Adolescents Healthcare Stress Management Icommerce Family Breathing Education Services Psychology Psychophysiology Stress Training Community Outreach Program Development Psychotherapy Social Services Functional Behavior Assessments Coaching Research Staff Training And Development Conflict Resolution Network Marketing Science Personal Parent Education And Training Programs Behavioral Intervention Work Place Safety Assessment And Inplementation

Willie Brown, Cfa® Education Details

  • University Of Minnesota-Carlson School Of Management
    University Of Minnesota-Carlson School Of Management
    Finance
  • Drake University
    Drake University
    Finance

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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