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Ashten Petry Phones & Addresses

  • Dorchester, MA
  • Brookline, MA
  • Poolesville, MD

Work

Company: U.s. trust Apr 2015 Position: Vice president: portfolio manager

Education

Degree: Bachelors, Bachelor of Arts School / High School: Bucknell University 2006 to 2010 Specialities: Economics, Mathematics

Skills

Portfolio Management • Equity Research • Wealth Management • Equities • Financial Modeling • Microsoft Excel • Powerpoint • Data Analysis • Microsoft Office • Research • Microsoft Word • Strategic Financial Planning

Ranks

Certificate: Chartered Financial Analyst (Cfa) Charterholder

Industries

Financial Services

Resumes

Resumes

Ashten Petry Photo 1

Vice President: Portfolio Manager

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Location:
345 Harrison Avenue Ext, Boston, MA 02111
Industry:
Financial Services
Work:
U.s. Trust
Vice President: Portfolio Manager

U.s. Trust Feb 2013 - Apr 2015
Assistant Vice President: Portfolio Manager Associate

U.s. Trust Feb 2012 - Feb 2013
Assistant Vice President: Wealth Strategies Analyst

U.s. Trust Aug 2010 - Feb 2012
Trust Administration Officer

Stifel Nicolaus and Company May 2009 - Aug 2009
Equity Research Intern
Education:
Bucknell University 2006 - 2010
Bachelors, Bachelor of Arts, Economics, Mathematics
Skills:
Portfolio Management
Equity Research
Wealth Management
Equities
Financial Modeling
Microsoft Excel
Powerpoint
Data Analysis
Microsoft Office
Research
Microsoft Word
Strategic Financial Planning
Certifications:
Chartered Financial Analyst (Cfa) Charterholder
Ashten L Petry from Dorchester, MA, age ~36 Get Report