Resumes
Resumes

Portfolio Manager
View pageLocation:
Denver, CO
Industry:
Government Administration
Work:
Ratio Wealth Group Wealth Invest Estate Planning Insurance
Portfolio Manager
Gws&A Wealth Invest Estate Planning Insurance
Portfolio Manager
Helm Investment Management, Llc 2011 - Sep 2016
Senior Analyst, Portfolio Management
State of Colorado 2011 - Sep 2016
Vice Chair: Executive Board, Founding Member
Zeke Coffee 2004 - 2011
Ceo, Cfo, Coo, President and Owner
Portfolio Manager
Gws&A Wealth Invest Estate Planning Insurance
Portfolio Manager
Helm Investment Management, Llc 2011 - Sep 2016
Senior Analyst, Portfolio Management
State of Colorado 2011 - Sep 2016
Vice Chair: Executive Board, Founding Member
Zeke Coffee 2004 - 2011
Ceo, Cfo, Coo, President and Owner
Education:
Colorado School of Mines
Wheatridge High School
American University
San Francisco State University
Bachelors, Bachelor of Arts, Economics American University, Graduate School of Economics
Doctorates, Doctor of Philosophy, Economics
Wheatridge High School
American University
San Francisco State University
Bachelors, Bachelor of Arts, Economics American University, Graduate School of Economics
Doctorates, Doctor of Philosophy, Economics
Skills:
Portfolio Management
Valuation
Analysis
Financial Analysis
Bloomberg
Investments
Equities
Economics
Finance
Fixed Income
Bonds
Strategy
Strategic Planning
Sas
Credit Risk
Financial Risk
Stata
Financial
Financial Modeling
Economic Modeling
Capital Budgeting
Regression Analysis
Logistic Regression
Statistical Data Analysis
Financial Econometrics
Quickbooks
Monte Carlo Simulation
College Teaching
Game Theory
Cash Flow Statements
P&L Analysis
Entrepreneurial Finance
Capital Structure
Real Estate Economics
Capm
Dcf Valuation
Cost of Capital
Financial Statement Analysis
Quantitative Analytics
Property Management
Marketing Strategy
Strategic Consulting
Valuation
Analysis
Financial Analysis
Bloomberg
Investments
Equities
Economics
Finance
Fixed Income
Bonds
Strategy
Strategic Planning
Sas
Credit Risk
Financial Risk
Stata
Financial
Financial Modeling
Economic Modeling
Capital Budgeting
Regression Analysis
Logistic Regression
Statistical Data Analysis
Financial Econometrics
Quickbooks
Monte Carlo Simulation
College Teaching
Game Theory
Cash Flow Statements
P&L Analysis
Entrepreneurial Finance
Capital Structure
Real Estate Economics
Capm
Dcf Valuation
Cost of Capital
Financial Statement Analysis
Quantitative Analytics
Property Management
Marketing Strategy
Strategic Consulting
Interests:
Enfants
Certifications:
Cfa Institute
Level Ii Cfa Candidate
Level 3 Cfa Candidate
Level Ii Cfa Candidate
Level 3 Cfa Candidate
