Bret Curlee Email & Phone Number
Managing Director, Investment Services @ GuideStone Financial Resources
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Bret Curlee Location
- Dallas, TX, US
Bret Curlee Work
- 2015 -now Managing Director, Investment Services @
- 2011 -2015 Managing Director - Partner @
- 2009 -2011 Managing Director, Fixed Income @
- 2007 -2009 Director @
- 1998 -2006 Managing Director - Partner @ The Aggregate Group
Bret Curlee Education
- DePaul University
Master of Business Administration (MBA) (International Finance)
- Ferris State University
Bachelor of Science (BS) (Business, Management, Marketing, and Related Support Services)
- Grosse Pointe South High School
Bret Curlee Skills
- Alternative Investments
- Leadership
- Fixed Income
- Global Macro
- Manage Client
- Account Management
- Client Services
- Investments
- Asset Allocation
- Fund Of Funds
- Financial Services
- Equities
- Investment Strategies
- Entrepreneurship
- Client Development
- Asset Management
- Marketing
- Startups
- Management
- Institutional
- Hedge Funds
- Investment Management
- Portfolio Management
- Microsoft Excel
- Project Management
- Strategic Planning
- Customer Service
- Business Strategy
- Personnel Development
- Personnel Management
- Manage Client Relationships
- Cross Selling
- Mentoring
- Hedge Fund Operations
- Team Leadership
- Investor Relations
- Institutional Investments
- Investment Advisory
- Hedge Fund Compliance
- Global Investment Management
- Global Relationship Management
- Cross Functional Team Leadership
- Investment Advisory Services
- Organizational Management
- Investment Operations
- Cross Functional Collaborations
- Cross Border Transactions
- Problem Solving
- Success Driven
Bret Curlee Summary
- Bret Curlee, based in Dallas, TX, US, is currently a Managing Director, Investment Services at GuideStone Financial Resources. Bret Curlee brings experience from previous roles at AIS Capital Management, L.P., Mesirow Financial, GuideStone Financial Resources and The Aggregate Group. Bret Curlee holds a Master of Business Administration (MBA) in International Finance @ DePaul University. With a robust skill set that includes Alternative Investments, Leadership, Fixed Income, Global Macro, Manage Client and more. Bret Curlee has 2 emails and 1 mobile phone numbers on RocketReach.
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