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Portfolio Manager

Location:
Lake Worth, FL
Salary:
250,000
Posted:
May 23, 2022

Contact this candidate

Resume:

Chris Hickman **** Squirewood Way

Lake Worth, Fl 33497

561-***-****

adq5mz@r.postjobfree.com

NON-PROFIT

Soil & Soul, Delray Beach, FL — Fundraising Committee 2022-Current

Riptide Lacrosse, Delray Beach, FL- Secretary/Board Member Since 2016 AC Delray, Delray Beach, FL- Board Member since 2014 Retiring HISTORY

Pine Tree Capital Partners, Delray Beach, FL - Manager October 2019-Current-CLOSED TO NEW INVESTMENTS

Equity Partner/Portfolio Manager

Premier Client Investments, Delray Beach, FL — Principal September 2009 -May 2020/Sold

Cultivated a concierge advisory firm achieving long-term success with over 100 client relationships.

Created proprietary financial models and securities screens to manage portfolios and aggressively grow assets

Banc of America Investment Services (Bank of America), Boca Raton, FL

— Vice President, Financial Advisor

March 2006 - August 2009

Grew portfolio to over 70 Million in Assets. Leveraged established banking infrastructure to pilot the innovative Premier Banking and Investments partnership, created model that was in use until Merrill Lynch merger (2008/9). Organized seminars to educate colleagues and potential clients on investment fundamentals. EDUCATION

Kent State University, Kent, OH — BBA

September 1996 - December 2000

Finance Major with an emphasis on Financial Engineering. World Trade Organization internship - Economics, Research and Development (ERAD) in Geneva, Switzerland under Chief Economist Patrick Low. Merrill Lynch internship, Canton, OH 1998-1999

SKILLS

Creativity

Modeling

Leadership

Excellent communicator

Long-term thinking

Creativity

Resilience

Inventive

AWARDS

Annually awarded for

outstanding performance

and recognized for

developing client

relationships

INTERESTS

Statistical Analysis

Alternative Energy

Coaching

Sports



Contact this candidate