Chad Pflipsen Email & Phone Number
Senior Investment Reporting Analyst @ Carlson Family Office
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Chad Pflipsen Location
- United States
Chad Pflipsen Work
- 2013 -now Senior Investment Reporting Analyst @
- 2009 -2013 Trading Control Analyst @
- 2006 -2008 Bank Loan Closer and Trading Assistant @
- 2003 -2006 Operations Analyst @
- 2001 -2003 Investment Technician @
Chad Pflipsen Education
- Northern State University
Bachelor of Science (BS) (Accounting and Finance)
Chad Pflipsen Skills
- Risk Monitoring
- Investment System search and conversion
- Custodian search and conversion
- Caissa
- Performance Reporting
- Investment Reporting
- Family Office
- Advent
- Axys
- Investments
- Derivatives
- Capital Markets
- Energy Markets
- Options
- Trading Systems
- Swaps
- Trading Operations
- Hedge Funds
- FX Hedging
- Interest Rate Swaps
- SAS70
- Fixed Income
- Equities
- Asset Management
- Allegro
- Bloomberg
- Portia
- Wall Street Office
Chad Pflipsen Summary
- Chad Pflipsen, based in United States, is currently a Senior Investment Reporting Analyst at Carlson Family Office. Chad Pflipsen brings experience from previous roles at ACES – excellence in energy, Deephaven Capital Management and Advantus Capital Management. Chad Pflipsen holds a Bachelor of Science (BS) in Accounting and Finance @ Northern State University. With a robust skill set that includes Risk Monitoring, Investment System search and conversion, Custodian search and conversion, Caissa, Performance Reporting and more. Chad Pflipsen has 2 mobile phone numbers on RocketReach.
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