2011 -
now Investment Manager - Investment Compliance Leader @
now
2011 -
2011 Compliance Consultant @
2005 -
2010 Director, Fund and Advisor Compliance @
2002 -
2005 Manager of Performance Reporting and Analysis @
1999 -
2002 Senior Marketing Associate @
1997 -
1998 Compliance Specialist @
1994 -
1997 Associate Compliance Analyst @
Brian McQuade Education
The Wharton School 2017
-
2017
CFA Institute 2016
-
2017
University of Vermont
Bachelors (Business Administration, Accounting)
1990
-
1994
St Johnsbury Academy 1986
-
1990
Brian McQuade Skills
Marketing
Compliance
Investment Management
Management
Leadership
Strategic Planning
Sales
Public Speaking
Mutual Funds
Securities
Equities
Investments
Asset Managment
Financial Services
Financial Analysis
Asset Management
Capital Markets
Derivatives
Investment Advisory
Asset Allocation
Emerging Markets
Due Diligence
Valuation
Mergers and Acquisitions
Hedge Funds
Options
Financial Modeling
ETFs
Investment Compliance
Investment Company Act
Investment Advisers Act
Investment Advisor Compliance
Brian McQuade Summary
Brian McQuade, based in Davis, CA, US, is currently a Investment Manager - Investment Compliance Leader at CalPERS. Brian McQuade brings experience from previous roles at Cfa Institute, Advisor Partners, LLC, Charles Schwab and Fremont Group. Brian McQuade holds a 2017 - 2017 The Wharton School. With a robust skill set that includes Marketing, Compliance, Investment Management, Management, Leadership and more. Brian McQuade has 4 emails and 4 mobile phone numbers on RocketReach.
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